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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATWEST LIFE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,350 |
Filed as: ALERA GROUP INC Service code 27 3 PARKWAY N STE. 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $7,487 |
Service code 13 1193 ROVONNE · SALEM, OR 97302 | Contract Administrator | $1,020 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $382 |
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.
Employer contribution per participant 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.
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 | $18,032 | $65,322-72.4% | $70,462-74.4% | $73,493-75.5% |
| Participation rate | 65.9% | 77.0%-11.0pp | 75.1%-9.1pp | 70.7%-4.8pp |
| Annual return | 14.38% | 15.71%-1.3pp | 109.08%-94.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $598 | $2,460-75.7% | $2,737-78.1% | $2,270-73.6% |
| Participant deferral / active EE | $1,226 | $3,375-63.7% | $3,710-66.9% | $3,740-67.2% |
| Admin fee / account holder | $253 | $214+18.1% | $3,845-93.4% | $513-50.7% |