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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,000 |
ASSOCIATED PENSION CONSULTANTS5+ years Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $6,802 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,162 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,058 | $124,414-66.2% | $115,167-63.5% | $67,582-37.8% |
| Participation rate | 37.7% | 58.1%-20.3pp | 75.9%-38.2pp | 71.3%-33.5pp |
| Annual return | 18.94% | 29.40%-10.5pp | 35.60%-16.7pp | 378.57%-359.6pp |
| Employer contribution / active EE | $829 | $1,454-43.0% | $3,179-73.9% | $2,148-61.4% |
| Participant deferral / active EE | $1,654 | $2,331-29.0% | $4,169-60.3% | $3,539-53.3% |
| Admin fee / account holder | $155 | $361-57.1% | $7,089-97.8% | $142+9.0% |