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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 | $190,428 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $135,542 |
STALKER & ASSOCIATES, INC.2 years Service code 13 · EIN 23-2756743 301 S. STATE STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $17,417 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,217 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,182 | $100,801-27.4% | $149,730-51.1% | $73,412-0.3% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 20.73% | 265.34%-244.6pp | 276.70%-256.0pp | 59.30%-38.6pp |
| Employer contribution / active EE | $3,458 | $3,312+4.4% | $4,645-25.6% | $2,234+54.8% |
| Participant deferral / active EE | $11,253 | $6,404+75.7% | $6,843+64.5% | $3,806+195.7% |
| Admin fee / account holder | $391 | $181+116.2% | $9,310-95.8% | $158+147.6% |