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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 | $11,506 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $9,885 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $1,901 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,139 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 7350 CIRQUE DR. W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,145 | $52,380-10.0% | $98,775-52.3% | $85,847-45.1% |
| Participation rate | 42.9% | 58.0%-15.1pp | 65.7%-22.9pp | 69.3%-26.5pp |
| Annual return | 25.77% | 25.82%-0.1pp | 49.92%-24.1pp | 318.61%-292.8pp |
| Employer contribution / active EE | $237 | $1,337-82.3% | $2,067-88.5% | $2,565-90.8% |
| Participant deferral / active EE | $1,281 | $2,101-39.0% | $3,035-57.8% | $3,952-67.6% |
| Admin fee / account holder | $249 | $3,865-93.6% | $4,076-93.9% | $6,261-96.0% |