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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,162 |
WEGNER CPAS, LLP2 years Filed as: WEGNER CPAS LLP Service code 10 2110 LUANN LANE · MADISON, WI 53713 | Accounting | $7,950 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,682 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,435 | $47,977+7.2% | $154,111-66.6% | $56,287-8.6% |
| Participation rate | 47.3% | 66.2%-18.8pp | 83.0%-35.7pp | 69.9%-22.5pp |
| Annual return | -6.53% | 3.54%-10.1pp | 735.18%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $584 | $2,169-73.1% | $5,298-89.0% | $2,111-72.3% |
| Participant deferral / active EE | $1,461 | $2,392-38.9% | $5,081-71.3% | $3,350-56.4% |
| Admin fee / account holder | $351 | $438-19.9% | $13,411-97.4% | $521-32.6% |