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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 | $76,937 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2451 N. MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Contract Administrator | $53,633 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $26,536 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $26,536 |
Filed as: RESOURCES INVESTMENT Service code 99 4860 COLLEGE BLVD. STE 100 · LEAWOOD, KS 66211 | Other Fees | $15,574 |
Filed as: ADVISED ASSETS GROUP, LLC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,949 |
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 | $127,505 | $110,106+15.8% | $151,634-15.9% | $68,494+86.2% |
| Participation rate | 91.0% | 84.0%+7.1pp | 87.5%+3.5pp | 67.9%+23.1pp |
| Annual return | -6.93% | -10.24%+3.3pp | 3.32%-10.3pp | -7.86%+0.9pp |
| Employer contribution / active EE | $4,819 | $4,470+7.8% | $6,165-21.8% | $2,597+85.6% |
| Participant deferral / active EE | $6,137 | $6,527-6.0% | $8,363-26.6% | $4,028+52.4% |
| Admin fee / account holder | $45,308 | $7,719+486.9% | $11,614+290.1% | $5,403+738.5% |