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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $30,518 |
OMEGA PENSIONS INC6+ years Service code 13 812 HURON ROAD STE 670 · CLEVELAND, OH 44115 | Contract Administrator | $9,487 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,470 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,106 | $98,766+223.1% | $149,730+113.1% | $79,852+299.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.95% | 27.43%-16.5pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $6,803 | $3,217+111.5% | $4,645+46.4% | $2,471+175.3% |
| Participant deferral / active EE | $10,457 | $5,681+84.1% | $6,843+52.8% | $3,740+179.6% |
| Admin fee / account holder | $24,737 | $6,052+308.7% | $9,310+165.7% | $5,306+366.2% |