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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 | $80,545 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 28 | Investment Management | $48,556 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $8,588 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,437 | $99,957+44.5% | $149,745-3.5% | $73,497+96.5% |
| Participation rate | 93.4% | 75.7%+17.7pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 13.57% | 53.87%-40.3pp | 276.72%-263.2pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,289 | $3,191-28.3% | $4,646-50.7% | $2,270+0.8% |
| Participant deferral / active EE | $7,655 | $6,073+26.1% | $6,843+11.9% | $3,740+104.7% |
| Admin fee / account holder | $461 | $551-16.3% | $9,312-95.1% | $513-10.2% |