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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 | $61,740 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,499 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,117 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,915 | $84,936+29.4% | $111,308-1.3% | $79,391+38.4% |
| Participation rate | 94.9% | 75.9%+19.0pp | 77.3%+17.6pp | 70.7%+24.2pp |
| Annual return | 18.86% | 17.45%+1.4pp | 54.67%-35.8pp | 116.88%-98.0pp |
| Employer contribution / active EE | $3,398 | $1,979+71.7% | $2,732+24.4% | $2,428+40.0% |
| Participant deferral / active EE | $11,225 | $3,888+188.7% | $4,487+150.1% | $4,046+177.4% |
| Admin fee / account holder | $385 | $537-28.4% | $7,965-95.2% | $627-38.6% |