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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 · EIN 01-0233346 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,837 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 55 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Other Commissions | $22,391 |
WC ADMINISTRATORS, LLC4 years Service code 13 6995 UNION PARK CTR #320 · MIDVALE, UT 84047 | Contract Administrator | $13,475 |
Service code 99 6011 W COURTYARD DRIVE · AUSTIN, TN 78730 | Other Fees | $6,336 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,997 | $69,383-35.1% | $101,275-55.6% | $73,497-38.8% |
| Participation rate | 68.2% | 68.4%-0.1pp | 75.8%-7.6pp | 70.7%-2.5pp |
| Annual return | 21.41% | 18.46%+3.0pp | 46.48%-25.1pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,176 | $2,628-55.3% | $3,660-67.9% | $2,270-48.2% |
| Participant deferral / active EE | $3,223 | $3,301-2.4% | $4,371-26.3% | $3,740-13.8% |
| Admin fee / account holder | $347 | $704-50.7% | $5,948-94.2% | $513-32.4% |