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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,153 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS, INC Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $5,792 |
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 | $116,364 | $54,573+113.2% | $90,965+27.9% | $73,493+58.3% |
| Participation rate | 91.9% | 61.2%+30.8pp | 69.0%+22.9pp | 70.7%+21.2pp |
| Annual return | 16.70% | 16.69%0pp | 134.57%-117.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,802 | $991+182.6% | $2,122+32.0% | $2,270+23.4% |
| Participant deferral / active EE | $2,320 | $2,517-7.8% | $3,373-31.2% | $3,740-38.0% |
| Admin fee / account holder | $374 | $521-28.3% | $5,960-93.7% | $513-27.2% |