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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 | $42,983 |
GENEOS WEALTH MANAGEMENT INC3+ years Filed as: GENEOS WEALTH MANAGEMENT INC. Service code 55 | Other Commissions | $30,803 |
RUDD & COMPANY PLLC3+ years Service code 12 · EIN 82-0467399 | Plan Administrator; Claims processing... | $7,038 |
GENEOS WEALTH MANAGEMENT INC3+ 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.)
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 | $48,958 | $58,726-16.6% | $92,240-46.9% | $62,293-21.4% |
| Participation rate | 64.5% | 68.3%-3.9pp | 76.5%-12.0pp | 69.5%-5.0pp |
| Annual return | 15.74% | 43.62%-27.9pp | 176.29%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $653 | $2,392-72.7% | $3,680-82.2% | $2,042-68.0% |
| Participant deferral / active EE | $2,386 | $2,766-13.7% | $3,897-38.8% | $3,169-24.7% |
| Admin fee / account holder | $307 | $556-44.8% | $5,194-94.1% | $479-35.9% |