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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 52 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $41,624 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $22,984 |
BONADIO & CO., LLP1 year Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $9,270 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: ENHANCED RETIREMENT SOLUTIONS, LLC Service code 13 · EIN 27-1878708 280 KENNETH DRIVE, SUITE 110 · ROCHESTER, NY 14623 | Contract Administrator | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,668 | $70,430+21.6% | $96,572-11.3% | $85,851-0.2% |
| Participation rate | 80.5% | 61.8%+18.7pp | 69.8%+10.7pp | 69.3%+11.2pp |
| Annual return | 16.28% | 18.58%-2.3pp | 37.79%-21.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,945 | $2,894+36.3% | $3,850+2.5% | $3,952-0.2% |
| Admin fee / account holder | $859 | $4,996-82.8% | $6,183-86.1% | $6,261-86.3% |