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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $19,057 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,923 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,995 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $4,957 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,310 | $26,549+97.0% | $61,501-14.9% | $66,949-21.9% |
| Participation rate | 47.8% | 38.1%+9.7pp | 52.6%-4.8pp | 69.8%-22.0pp |
| Annual return | -9.09% | -16.21%+7.1pp | 339.04%-348.1pp | 1.57%-10.7pp |
| Employer contribution / active EE | $864 | $651+32.6% | $1,160-25.5% | $2,545-66.1% |
| Participant deferral / active EE | $2,108 | $1,338+57.5% | $2,125-0.8% | $4,239-50.3% |
| Admin fee / account holder | $443 | $409+8.4% | $2,132-79.2% | $594-25.4% |