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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,502 |
Filed as: COMMONWEALTH EQUITY Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $8,157 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $2,336 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,399 | $89,652-71.7% | $141,197-82.0% | $65,186-61.0% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.5%-18.4pp | 70.2%-6.2pp |
| Annual return | 16.27% | 32.79%-16.5pp | 71.41%-55.1pp | 29.39%-13.1pp |
| Employer contribution / active EE | $2,265 | $3,065-26.1% | $4,736-52.2% | $2,177+4.1% |
| Participant deferral / active EE | $1,472 | $5,691-74.1% | $6,710-78.1% | $3,514-58.1% |
| Admin fee / account holder | $1,513 | $569+166.2% | $10,265-85.3% | $847+78.6% |