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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,958 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY CAPITAL MANAGEMENT LLC Service code 27 901 VIA PIEMONTE STE. 260 · ONTARIO, CA 91764 | Advisory (Plan) | $17,116 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 4640 ADMIRALTY WAY, SUITE 900 · MARINA DEL REY, CA 90292 | Contract Administrator | $6,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,912 | $54,380-8.2% | $68,509-27.1% | $59,633-16.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.63% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,207 | $1,539+108.4% | $2,278+40.8% | $2,203+45.6% |
| Participant deferral / active EE | $2,797 | $2,643+5.8% | $3,382-17.3% | $3,192-12.4% |
| Admin fee / account holder | $388 | $3,885-90.0% | $5,275-92.7% | $4,297-91.0% |