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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,936 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 28 | Investment Management | $28,375 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $5,372 |
Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 28 400 ROBERT ST N · ST. PAUL, MN 55101 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,911 | $75,183+39.5% | $123,894-15.3% | $55,167+90.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 81.4%+11.7pp | 69.0%+24.1pp |
| Annual return | 10.69% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,866 | $2,823-33.9% | $4,617-59.6% | $1,963-4.9% |
| Participant deferral / active EE | $7,100 | $5,084+39.6% | $5,984+18.6% | $3,054+132.5% |
| Admin fee / account holder | $371 | $663-44.0% | $8,357-95.6% | $504-26.4% |