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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,599 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $921 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,016 | $37,117-70.3% | $147,617-92.5% | $55,191-80.0% |
| Participation rate | 5.8% | 63.6%-57.8pp | 84.6%-78.8pp | 69.2%-63.3pp |
| Annual return | 3.51% | 3.44%+0.1pp | 61.98%-58.5pp | 10.78%-7.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $187 | $1,985-90.6% | $4,895-96.2% | $3,046-93.9% |
| Admin fee / account holder | $24 | $86-72.4% | $11,612-99.8% | $91-74.0% |