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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $69,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,185 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $11,139 |
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.
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 | $11,659 | $88,730-86.9% | $82,313-85.8% | $77,958-85.0% |
| Participation rate | 47.2% | 84.5%-37.3pp | 76.9%-29.7pp | 71.6%-24.4pp |
| Annual return | 23.59% | 20.88%+2.7pp | 25.88%-2.3pp | 20.87%+2.7pp |
| Employer contribution / active EE | $264 | $2,758-90.4% | $2,428-89.1% | $2,310-88.6% |
| Participant deferral / active EE | $1,667 | $4,634-64.0% | $3,706-55.0% | $3,537-52.9% |
| Admin fee / account holder | $94 | $74+27.4% | $5,608-98.3% | $97-3.2% |