See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,463 |
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 5665 PLAZA DRIVE · CYPRESS, CA 90630 | Other Commissions | $20,659 |
REID & RIEGE, P.C.1 year Filed as: REID AND RIEGE, P.C. Service code 29 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $14,984 |
Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $10,000 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $9,606 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,264 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,130 |
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.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,558 | $56,972-14.8% | $182,532-73.4% | $65,185-25.5% |
| Participation rate | 55.0% | 66.5%-11.6pp | 78.0%-23.0pp | 70.2%-15.2pp |
| Annual return | 19.65% | 27.67%-8.0pp | 148.54%-128.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,329 | $1,615-17.7% | $4,076-67.4% | $2,177-38.9% |
| Participant deferral / active EE | $2,554 | $3,526-27.6% | $5,524-53.8% | $3,514-27.3% |
| Admin fee / account holder | $455 | $528-13.7% | $8,592-94.7% | $847-46.2% |