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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EACH ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,390 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,446 | $104,482-73.7% | $159,455-82.8% | $79,393-65.4% |
| Participation rate | 59.0% | 76.6%-17.6pp | 82.8%-23.8pp | 70.7%-11.7pp |
| Annual return | 26.92% | 67.96%-41.0pp | 263.63%-236.7pp | 116.87%-89.9pp |
| Employer contribution / active EE | $1,424 | $3,416-58.3% | $4,830-70.5% | $2,428-41.4% |
| Participant deferral / active EE | $7,113 | $6,467+10.0% | $7,353-3.3% | $4,046+75.8% |
| Admin fee / account holder | $79 | $711-88.9% | $10,800-99.3% | $627-87.4% |