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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $36,605 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $10,111 |
Filed as: NORTHWESTERN WIS. ASSOCIATES, INC. Service code 13 8410 INDUSTRIAL DR. · WAUSAU, WI 54401 | Contract Administrator | $3,676 |
GASSNER COMPANY, S.C.2+ years Filed as: GASSNER CO., S.C. Service code 10 | Accounting | $0 |
Filed as: JOHN HANCOCK LIFE INS CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,140 | $43,423-37.5% | $78,676-65.5% | $55,167-50.8% |
| Participation rate | 42.2% | 68.0%-25.8pp | 73.6%-31.4pp | 69.0%-26.8pp |
| Annual return | 5.29% | 11.53%-6.2pp | 62.19%-56.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $31 | $1,997-98.5% | $2,850-98.9% | $1,963-98.4% |
| Participant deferral / active EE | $738 | $2,509-70.6% | $3,517-79.0% | $3,054-75.8% |
| Admin fee / account holder | $453 | $416+8.8% | $4,510-90.0% | $504-10.2% |