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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,743 |
LOMBARD SECURITIES INC3 years Service code 27 1820 LANCASTER ST 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $33,796 |
CONRAD SIEGEL2 years Filed as: CONRAD M SIEGEL INC Service code 13 501 CORPORATE CIRCLE PO BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $32,228 |
SRS CAPITAL ADVISORS2 years Service code 27 730 17TH STREET STE 107 · DENVER, CO 80202 | Advisory (Plan) | $15,866 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY SECURITIES LLC Service code 27 901 S BOND ST STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $11,103 |
RKL LLP1 year Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $8,110 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,558 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,456 | $50,956-2.9% | $96,570-48.8% | $86,821-43.0% |
| Participation rate | 59.8% | 65.2%-5.4pp | 69.8%-10.0pp | 72.3%-12.5pp |
| Annual return | 11.72% | 21.27%-9.6pp | 37.79%-26.1pp | 97.94%-86.2pp |
| Employer contribution / active EE | $464 | $1,111-58.2% | $2,357-80.3% | $2,406-80.7% |
| Participant deferral / active EE | $2,990 | $2,954+1.2% | $3,849-22.3% | $4,132-27.6% |
| Admin fee / account holder | $368 | $166+121.8% | $6,182-94.0% | $170+117.1% |