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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 | $57,229 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 28 | Investment Management | $34,339 |
MUELLER & CO, LLP1 year Service code 10 1707 N RANDALL RD · ELGIN, IL 60123 | Accounting | $8,500 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $6,156 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,887 | $80,753+39.8% | $136,298-17.2% | $62,293+81.2% |
| Participation rate | 95.3% | 73.5%+21.7pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 14.53% | 35.83%-21.3pp | 5156.27%-5141.7pp | 28.90%-14.4pp |
| Employer contribution / active EE | $2,006 | $2,884-30.4% | $4,696-57.3% | $2,042-1.8% |
| Participant deferral / active EE | $7,716 | $5,164+49.4% | $6,247+23.5% | $3,169+143.5% |
| Admin fee / account holder | $468 | $525-10.9% | $9,244-94.9% | $479-2.4% |