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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 | $148,651 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $105,909 |
Service code 13 · EIN 23-2756743 301 S. STATE STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $13,300 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,176 |
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 | $60,110 | $88,122-31.8% | $141,177-57.4% | $67,579-11.1% |
| Participation rate | 94.6% | 76.5%+18.1pp | 82.5%+12.1pp | 71.3%+23.3pp |
| Annual return | 28.94% | 75.40%-46.5pp | 71.40%-42.5pp | 378.56%-349.6pp |
| Employer contribution / active EE | $2,682 | $3,224-16.8% | $4,736-43.4% | $2,148+24.9% |
| Participant deferral / active EE | $10,189 | $5,958+71.0% | $6,710+51.9% | $3,539+187.9% |
| Admin fee / account holder | $333 | $131+154.5% | $10,263-96.8% | $142+134.1% |