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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,037 |
Service code 27 613 S MAIN ST · TEMPLETON, CA 93465 | Advisory (Plan) | $15,070 |
PENSYS, INC.1 year Filed as: PENSYS INC. Service code 13 2440 PROFESSIONAL DRIVE STE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $14,104 |
PENSYS, INC.1 year Service code 13 | Contract Administrator | $7,534 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,868 | $47,977+141.5% | $154,111-24.8% | $56,287+105.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.89% | 3.54%-9.4pp | 735.18%-741.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $5,722 | $2,169+163.9% | $5,298+8.0% | $2,111+171.1% |
| Participant deferral / active EE | $4,332 | $2,392+81.1% | $5,081-14.7% | $3,350+29.3% |
| Admin fee / account holder | $515 | $438+17.4% | $13,411-96.2% | $521-1.2% |