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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 | $21,377 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,609 |
OLD POINT FINANCIAL CORPO2 years Service code 13 11780 JEFFERSON AVENUE · NEWPORT NEWS, VA 23606 | Contract Administrator | $11,200 |
Filed as: ADVISED ASSETS GROUP Service code 28 5202 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,684 |
Service code 99 6504 BRIDGE POINT PKWY SUITE 450 · AUSTIN, TX 78730 | Other Fees | $848 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,156 | $58,888-55.6% | $178,498-85.3% | $73,493-64.4% |
| Participation rate | 58.1% | 66.2%-8.1pp | 81.9%-23.8pp | 70.7%-12.6pp |
| Annual return | 16.71% | 24.86%-8.2pp | 151.09%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,220 | $2,236-45.5% | $5,011-75.7% | $2,270-46.3% |
| Participant deferral / active EE | $2,297 | $2,568-10.5% | $5,202-55.8% | $3,740-38.6% |
| Admin fee / account holder | $315 | $400-21.4% | $13,985-97.7% | $513-38.6% |