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| Provider | Service type | Compensation |
|---|---|---|
SPOTLIGHT ASSET GROUP INC.2 years Service code 27 2 MID AMERICA PLAZA STE 710 · OAKBROOK TERACE, IL 60181 | Advisory (Plan) | $20,200 |
Filed as: GREST WEST LIFE & ANNUNITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,914 |
BEYER-BARBER COMPANY2 years Filed as: BEYER BARBER COMPANY Service code 13 1136 HAMILTON ST STE 103 · ALLENTOWN, PA 18103 | Contract Administrator | $2,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,475 | $66,124-20.6% | $90,461-42.0% | $73,497-28.6% |
| Participation rate | 79.9% | 69.7%+10.2pp | 72.7%+7.2pp | 70.7%+9.2pp |
| Annual return | 13.83% | 17.65%-3.8pp | 1294.76%-1280.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $5,066 | $2,346+115.9% | $3,264+55.2% | $2,270+123.2% |
| Participant deferral / active EE | $143 | $3,039-95.3% | $3,964-96.4% | $3,740-96.2% |
| Admin fee / account holder | $314 | $396-20.7% | $5,617-94.4% | $513-38.8% |