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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 | $19,301 |
BUKATY COMPANIES O'RENICK WEALTH1+ years Filed as: RESOURCES INV ADVISOR DBA BUKATY CO Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $14,291 |
THE RETIREMENT ADVANTAGE INC1+ years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,894 |
Filed as: RET PLAN SERVICES DBA 24HOURFLEX RP Service code 13 7100 E BELLEVIEW AVE · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $100 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,118 | $55,002-47.1% | $59,883-51.4% | $56,287-48.3% |
| Participation rate | 71.1% | 75.9%-4.9pp | 74.7%-3.6pp | 69.9%+1.2pp |
| Annual return | -7.94% | 1.13%-9.1pp | 3.46%-11.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $961 | $2,448-60.7% | $2,722-64.7% | $2,111-54.5% |
| Participant deferral / active EE | $1,932 | $3,121-38.1% | $3,402-43.2% | $3,350-42.3% |
| Admin fee / account holder | $452 | $236+91.6% | $3,591-87.4% | $521-13.3% |