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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1160402 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $146,131 |
Filed as: PHILLIPS & COMPANY Service code 27 1300 SW FIFTH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $113,931 |
PENSION ASSURANCE LLP4 years Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Contract Administrator | $102,638 |
MOSS ADAMS LLP5 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $15,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,472 | $56,095-59.9% | $178,499-87.4% | $90,274-75.1% |
| Participation rate | 22.1% | 65.6%-43.5pp | 81.9%-59.9pp | 73.4%-51.3pp |
| Annual return | 16.18% | 28.81%-12.6pp | 151.10%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $71 | $1,572-95.5% | $5,011-98.6% | $2,523-97.2% |
| Participant deferral / active EE | $866 | $2,669-67.6% | $5,202-83.4% | $4,231-79.5% |
| Admin fee / account holder | $303 | $101+200.7% | $13,986-97.8% | $114+165.3% |