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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,370 |
Filed as: MESIROW FIN'L INV. MGMNT. INC. Service code 27 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $11,065 |
CARNOW AND ASSOCIATES, LTD.2 years Service code 13 778 FRONTAGE ROAD, STE. 101 · NORTHFIELD, IL 60093 | Contract Administrator | $5,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,001 | $43,504+60.9% | $68,612+2.0% | $56,287+24.4% |
| Participation rate | 31.9% | 67.8%-35.9pp | 72.2%-40.3pp | 69.9%-37.9pp |
| Annual return | -4.07% | -3.15%-0.9pp | -4.63%+0.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,046 | $1,525-31.4% | $2,625-60.2% | $2,111-50.5% |
| Participant deferral / active EE | $2,595 | $2,509+3.5% | $3,311-21.6% | $3,350-22.5% |
| Admin fee / account holder | $373 | $515-27.6% | $5,131-92.7% | $521-28.4% |