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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,458 |
Filed as: OSBORNE & ASSOCIATES INC. Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Contract Administrator | $1,950 |
Service code 27 · EIN 13-5674085 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $813 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $664 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,447 | $47,922-74.0% | $75,901-83.6% | $65,185-80.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 22.66% | 24.12%-1.5pp | 30.76%-8.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,508 | $1,557-3.1% | $2,501-39.7% | $2,177-30.7% |
| Participant deferral / active EE | $1,696 | $2,550-33.5% | $3,603-52.9% | $3,514-51.7% |
| Admin fee / account holder | $38 | $532-92.8% | $5,420-99.3% | $847-95.5% |