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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,174 |
Filed as: MERRILL LYNCH PIERCE FINNER & SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $26,174 |
STALKER & ASSOCIATES, INC.2 years Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $5,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,388 | $105,181+23.0% | $159,436-18.8% | $85,850+50.7% |
| Participation rate | 97.5% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 23.77% | 45.07%-21.3pp | 263.57%-239.8pp | 318.53%-294.8pp |
| Employer contribution / active EE | $12,146 | $3,318+266.0% | $4,829+151.5% | $2,565+373.5% |
| Participant deferral / active EE | $11,207 | $5,945+88.5% | $7,352+52.4% | $3,952+183.6% |
| Admin fee / account holder | $375 | $6,933-94.6% | $10,799-96.5% | $6,260-94.0% |