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| Provider | Service type | Compensation |
|---|---|---|
RMB CAPITAL MANAGEMENT LLC1+ years Filed as: RMB WEST LLC Service code 27 115 S LASALLE 34TH FLOOR · CHICAGO, IL 60603 | Advisory (Plan) | $25,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $15,818 |
COMISKEY & CO., P.C.1+ years Service code 10 7900 E UNION AVE STE 150 · DENVER, CO 80237 | Accounting | $8,191 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $866 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,253 | $98,776-59.2% | $149,745-73.1% | $79,856-49.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 11.14% | 27.38%-16.2pp | 276.72%-265.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,362 | $5,681-58.4% | $6,843-65.5% | $3,741-36.9% |
| Admin fee / account holder | $627 | $6,053-89.6% | $9,312-93.3% | $5,306-88.2% |