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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,089 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,954 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 | Advisory (Plan) | $5,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,340 | $51,466-58.5% | $78,778-72.9% | $62,293-65.7% |
| Participation rate | 52.2% | 59.8%-7.6pp | 69.2%-17.0pp | 69.5%-17.3pp |
| Annual return | 13.98% | 19.96%-6.0pp | 35.62%-21.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $551 | $827-33.4% | $1,986-72.2% | $2,042-73.0% |
| Participant deferral / active EE | $951 | $2,147-55.7% | $2,958-67.9% | $3,169-70.0% |
| Admin fee / account holder | $111 | $489-77.3% | $5,134-97.8% | $479-76.9% |