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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,853 | $73,863-42.0% | $143,797-70.2% | $68,490-37.4% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -16.36% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $16,301 | $3,185+411.8% | $4,952+229.2% | $2,597+527.7% |
| Participant deferral / active EE | $6,014 | $3,385+77.7% | $5,638+6.7% | $4,028+49.3% |
| Admin fee / account holder | $355 | $5,756-93.8% | $14,679-97.6% | $5,403-93.4% |