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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,865 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $11,230 |
KELLY FINANCIAL, INC.3+ years Service code 13 | Contract Administrator | $3,744 |
KELLY FINANCIAL, INC.1 year Filed as: KELLY FINANCIAL Service code 13 120 E. LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $875 |
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 | $54,699 | $54,541+0.3% | $78,778-30.6% | $70,126-22.0% |
| Participation rate | 55.3% | 60.8%-5.5pp | 69.2%-13.9pp | 69.5%-14.2pp |
| Annual return | 14.96% | 21.07%-6.1pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,714 | $2,210-22.4% | $2,958-42.1% | $3,332-48.6% |
| Admin fee / account holder | $350 | $3,709-90.6% | $5,134-93.2% | $4,645-92.5% |