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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FINNER & SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $25,942 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,027 |
STALKER & ASSOCIATES, INC.4 years Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $6,713 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,161 | $93,598+48.7% | $135,974+2.3% | $75,173+85.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.04% | 30.89%-21.8pp | 68.30%-59.3pp | 160.72%-151.7pp |
| Employer contribution / active EE | $11,948 | $3,538+237.7% | $4,859+145.9% | $2,671+347.3% |
| Participant deferral / active EE | $10,343 | $6,405+61.5% | $7,760+33.3% | $4,126+150.7% |
| Admin fee / account holder | $374 | $6,978-94.6% | $10,767-96.5% | $5,651-93.4% |