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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $81,901 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2451 N. MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Contract Administrator | $56,376 |
Filed as: RESOURCES INVESTMENT Service code 99 4860 COLLEGE BLVD. STE 100 · LEAWOOD, KS 66211 | Other Fees | $21,698 |
Filed as: ADVISED ASSETS GROUP, LLC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,806 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,421 | $137,414+66.2% | $189,534+20.5% | $85,852+166.1% |
| Participation rate | 87.8% | 84.6%+3.2pp | 87.8%0pp | 69.3%+18.5pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.39%-555.4pp | 318.66%-318.7pp |
| Employer contribution / active EE | $4,643 | $4,344+6.9% | $6,162-24.7% | $2,566+81.0% |
| Participant deferral / active EE | $6,329 | $6,260+1.1% | $8,220-23.0% | $3,952+60.1% |
| Admin fee / account holder | $10,085 | $8,630+16.9% | $12,049-16.3% | $6,261+61.1% |