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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 P.O.BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $42,691 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $36,340 |
TRUOG-RYDING COMPANY, INC.3+ years Filed as: TRUOG-RYDING CO. Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $9,135 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,285 | $46,966+11.3% | $185,117-71.8% | $69,631-24.9% |
| Participation rate | 60.0% | 65.3%-5.3pp | 77.3%-17.3pp | 70.7%-10.7pp |
| Annual return | 14.24% | 22.36%-8.1pp | 40.50%-26.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $622 | $1,360-54.3% | $4,182-85.1% | $2,032-69.4% |
| Participant deferral / active EE | $2,122 | $3,017-29.7% | $5,045-57.9% | $3,224-34.2% |
| Admin fee / account holder | $98 | $94+4.9% | $8,159-98.8% | $110-10.8% |