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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 | $41,808 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO, INC. Service code 55 | Other Commissions | $24,325 |
Service code 99 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $6,693 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,516 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO, INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,460 | $39,243+112.7% | $80,784+3.3% | $79,389+5.1% |
| Participation rate | 62.1% | 41.0%+21.1pp | 54.2%+8.0pp | 70.7%-8.6pp |
| Annual return | 11.36% | 98.95%-87.6pp | 87.31%-76.0pp | 116.89%-105.5pp |
| Employer contribution / active EE | $753 | $593+26.9% | $1,160-35.1% | $2,428-69.0% |
| Participant deferral / active EE | $2,662 | $1,262+110.8% | $2,145+24.1% | $4,046-34.2% |
| Admin fee / account holder | $582 | $647-10.0% | $3,380-82.8% | $626-7.1% |