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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,837 |
Filed as: STALKER & ASSOCIATES INC. Service code 13 · EIN 23-2756743 301 S. STATE STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $93,417 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $85,850 |
Filed as: PRIME PENSIONS INC Service code 13 · EIN 46-1224594 25B VREELAND RD. STE 209 · FLORHAM PARK, NJ 079321900 | Contract Administrator | $11,168 |
Filed as: PRIME PENSIONS INC. Service code 13 | Contract Administrator | $3,333 |
Filed as: EMPOWER RETIREMENT ADV. SVCS Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,949 |
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.
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 | $51,992 | $75,388-31.0% | $123,552-57.9% | $55,725-6.7% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.3%+11.8pp | 70.9%+23.3pp |
| Annual return | -7.30% | 4.48%-11.8pp | 119.20%-126.5pp | 244.93%-252.2pp |
| Employer contribution / active EE | $3,246 | $3,063+6.0% | $4,628-29.9% | $2,078+56.2% |
| Participant deferral / active EE | $11,537 | $5,651+104.2% | $6,426+79.5% | $3,356+243.8% |
| Admin fee / account holder | $373 | $120+211.7% | $9,285-96.0% | $115+224.0% |