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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,560 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 49 1600 VALLEY RIVER DRIVE, SUITE 340 · EUGENE, OR 97401 | Other Services | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,529 | $48,064-17.8% | $78,778-49.8% | $69,631-43.2% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.2%-27.8pp | 70.7%-29.3pp |
| Annual return | 12.55% | 21.81%-9.3pp | 35.62%-23.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $231 | $744-69.0% | $1,986-88.4% | $2,032-88.7% |
| Participant deferral / active EE | $672 | $2,079-67.7% | $2,958-77.3% | $3,224-79.2% |
| Admin fee / account holder | $27 | $152-82.4% | $5,134-99.5% | $110-75.7% |