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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 | $98,018 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 28 | Investment Management | $52,253 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: MUELLER&CO LLP DBA PKF MUELLER LLC Service code 10 1707 N RANDALL RD STE 200 · ELGIN, IL 60123 | Accounting | $19,000 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $11,068 |
Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $4,167 |
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 | $163,255 | $104,497+56.2% | $159,487+2.4% | $79,389+105.6% |
| Participation rate | 91.3% | 76.6%+14.7pp | 82.8%+8.5pp | 70.7%+20.6pp |
| Annual return | 12.75% | 67.98%-55.2pp | 263.71%-251.0pp | 116.89%-104.1pp |
| Employer contribution / active EE | $3,135 | $3,418-8.3% | $4,831-35.1% | $2,428+29.1% |
| Participant deferral / active EE | $8,014 | $6,468+23.9% | $7,354+9.0% | $4,046+98.1% |
| Admin fee / account holder | $773 | $711+8.7% | $10,804-92.8% | $626+23.5% |