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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $32,207 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,213 |
Service code 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 081064180 | Contract Administrator | $7,553 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,486 | $72,027+18.7% | $185,861-54.0% | $79,856+7.1% |
| Participation rate | 82.9% | 65.8%+17.2pp | 78.0%+4.9pp | 69.6%+13.3pp |
| Annual return | 12.30% | 23.13%-10.8pp | 35.96%-23.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,946 | $1,965+49.9% | $4,088-27.9% | $2,471+19.2% |
| Participant deferral / active EE | $4,596 | $3,780+21.6% | $5,634-18.4% | $3,741+22.9% |
| Admin fee / account holder | $470 | $4,513-89.6% | $9,503-95.1% | $5,306-91.2% |