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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,718 |
GENEOS WEALTH MANAGEMENT INC2+ years Filed as: GENEOS WEALTH MANAGEMENT INC. Service code 55 | Other Commissions | $25,428 |
RUDD & COMPANY PLLC2+ years Service code 12 · EIN 82-0467399 | Claims processing; Recordkeeping fees... | $5,803 |
GENEOS WEALTH MANAGEMENT INC2+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 55 9055 E. MINERAL CIRCLE, STE. 200 · CENTENNIAL, CO 80112 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,126 | $52,884-5.2% | $84,753-40.9% | $55,167-9.1% |
| Participation rate | 57.7% | 67.5%-9.8pp | 76.6%-18.9pp | 69.0%-11.3pp |
| Annual return | 7.32% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $627 | $2,233-71.9% | $3,574-82.5% | $1,963-68.1% |
| Participant deferral / active EE | $2,410 | $2,644-8.9% | $3,712-35.1% | $3,054-21.1% |
| Admin fee / account holder | $324 | $581-44.1% | $5,333-93.9% | $504-35.6% |