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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $20,856 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,078 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 1670 MCKENDREE CHURCH RD. BLDG 50 · LAWRENCEVILLE, GA 30043 | Contract Administrator | $4,122 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,599 | $81,474-25.6% | $133,971-54.8% | $73,493-17.5% |
| Participation rate | 61.4% | 76.4%-15.0pp | 79.8%-18.5pp | 70.7%-9.3pp |
| Annual return | 13.68% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $410 | $2,209-81.4% | $3,919-89.5% | $2,270-81.9% |
| Participant deferral / active EE | $3,066 | $3,786-19.0% | $5,047-39.2% | $3,740-18.0% |
| Admin fee / account holder | $331 | $713-53.6% | $8,929-96.3% | $513-35.5% |