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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,292 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,756 |
Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $8,503 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,211 |
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 | $64,577 | $66,124-2.3% | $90,440-28.6% | $73,493-12.1% |
| Participation rate | 66.7% | 69.7%-3.0pp | 72.7%-6.0pp | 70.7%-4.0pp |
| Annual return | 14.25% | 17.65%-3.4pp | 1294.38%-1280.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,602 | $2,346+10.9% | $3,263-20.2% | $2,270+14.6% |
| Participant deferral / active EE | $3,938 | $3,039+29.6% | $3,964-0.6% | $3,740+5.3% |
| Admin fee / account holder | $251 | $396-36.7% | $5,615-95.5% | $513-51.1% |