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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,606 |
Filed as: GREAT-WEST LIFE & ANNUITY INSRUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,348 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC. Service code 13 | Contract Administrator | $7,316 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,204 |
PREMIER PLAN CONSULTANTS2 years Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $1,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,558 | $105,200-21.5% | $159,474-48.2% | $85,847-3.8% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.3pp | 69.3%+19.8pp |
| Annual return | 12.49% | 45.08%-32.6pp | 263.68%-251.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,100 | $5,946+19.4% | $7,353-3.4% | $3,952+79.7% |
| Admin fee / account holder | $436 | $6,934-93.7% | $10,802-96.0% | $6,261-93.0% |