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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EASR ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,111 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 99 P O BOX 191429 · SAN JUAN, PR 00919 | Other Fees | $1,762 |
Filed as: ADVISED ASSETS GROUP LLC Service code 20 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $0 |
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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,755 | $30,555-74.6% | $80,741-90.4% | $86,813-91.1% |
| Participation rate | 18.2% | 37.2%-19.1pp | 54.2%-36.0pp | 72.3%-54.1pp |
| Annual return | 11.27% | 30.35%-19.1pp | 87.30%-76.0pp | 97.93%-86.7pp |
| Employer contribution / active EE | $121 | $472-74.5% | $1,160-89.6% | $2,406-95.0% |
| Participant deferral / active EE | $328 | $1,050-68.8% | $2,145-84.7% | $4,131-92.1% |
| Admin fee / account holder | $117 | $135-13.5% | $3,380-96.5% | $170-30.9% |