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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,842 |
GATE CITY ADMINISTRATION LLC2 years Service code 13 328 E MARKET ST · GREENSBORO, NC 27401 | Contract Administrator | $8,938 |
Service code 55 | Other Commissions | $7,881 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,199 | $51,620-35.7% | $90,324-63.2% | $65,186-49.1% |
| Participation rate | 39.9% | 68.6%-28.8pp | 73.3%-33.4pp | 70.2%-30.3pp |
| Annual return | 24.67% | 24.94%-0.3pp | 78.15%-53.5pp | 29.39%-4.7pp |
| Employer contribution / active EE | $942 | $2,235-57.8% | $2,856-67.0% | $2,177-56.7% |
| Participant deferral / active EE | $1,792 | $2,871-37.6% | $3,885-53.9% | $3,514-49.0% |
| Admin fee / account holder | $408 | $384+6.1% | $5,356-92.4% | $847-51.9% |