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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $180,932 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
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 | $108,077 | $50,902+112.3% | $155,534-30.5% | $77,736+39.0% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.7pp |
| Annual return | 13.83% | 34.85%-21.0pp | 64.92%-51.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $5,504 | $1,991+176.4% | $4,675+17.7% | $2,728+101.8% |
| Participant deferral / active EE | $6,165 | $2,824+118.3% | $5,630+9.5% | $4,651+32.6% |
| Admin fee / account holder | $498 | $437+14.1% | $15,900-96.9% | $433+15.0% |