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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,264 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,981 |
Filed as: GREAT-WEST LIFE & ANNUITY INS COMP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,990 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,878 | $74,188-30.1% | $115,756-55.2% | $64,819-20.0% |
| Participation rate | 45.1% | 76.2%-31.2pp | 77.1%-32.0pp | 71.5%-26.4pp |
| Annual return | -12.76% | -11.81%-1.0pp | 143.14%-155.9pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,037 | $3,365-69.2% | $3,793-72.7% | $2,507-58.6% |
| Participant deferral / active EE | $3,688 | $5,294-30.3% | $6,254-41.0% | $4,311-14.4% |
| Admin fee / account holder | $250 | $148+68.3% | $8,124-96.9% | $188+32.9% |