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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 | $65,679 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 28 | Investment Management | $36,696 |
MUELLER & CO, LLP2 years Service code 10 1707 N RANDALL RD · ELGIN, IL 60123 | Accounting | $8,500 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $7,269 |
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 | $102,376 | $73,102+40.0% | $123,553-17.1% | $56,289+81.9% |
| Participation rate | 96.9% | 74.3%+22.6pp | 82.3%+14.6pp | 69.9%+27.1pp |
| Annual return | -6.49% | 3.01%-9.5pp | 119.21%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,260 | $2,977-24.1% | $4,628-51.2% | $2,111+7.1% |
| Participant deferral / active EE | $8,031 | $5,423+48.1% | $6,426+25.0% | $3,350+139.7% |
| Admin fee / account holder | $446 | $554-19.5% | $9,284-95.2% | $521-14.4% |