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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDIANA INTERNAL MEDICINE CONSULTAN Service code 99 701 E COUNTY LINE RD SUITE 101 · GREENWOOD, IN 46143 | Other Fees | $33,498 |
BENEFITS PLAN PLUS LLC1 year Service code 13 6 CITY PLACE DR SUITE 700 · ST LOUIS, MO 63141 | Contract Administrator | $11,328 |
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,874 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59 |
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 | $158,642 | $47,977+230.7% | $154,108+2.9% | $56,289+181.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -7.06% | 3.54%-10.6pp | 735.21%-742.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $12,421 | $2,169+472.8% | $5,298+134.5% | $2,111+488.4% |
| Participant deferral / active EE | $7,456 | $2,392+211.7% | $5,081+46.8% | $3,350+122.6% |
| Admin fee / account holder | $471 | $438+7.4% | $13,411-96.5% | $521-9.7% |