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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,794 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO, INC. Service code 55 | Other Commissions | $19,687 |
Service code 99 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $5,115 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $690 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO, INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,863 | $31,679+85.8% | $74,723-21.2% | $65,186-9.7% |
| Participation rate | 73.9% | 40.4%+33.5pp | 54.5%+19.4pp | 70.2%+3.7pp |
| Annual return | 16.63% | 39.04%-22.4pp | 753.18%-736.6pp | 29.39%-12.8pp |
| Employer contribution / active EE | $599 | $566+5.8% | $1,084-44.8% | $2,177-72.5% |
| Participant deferral / active EE | $2,117 | $1,191+77.8% | $1,962+7.9% | $3,514-39.8% |
| Admin fee / account holder | $395 | $379+4.2% | $3,335-88.2% | $847-53.4% |