Filed November 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $40,643 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,996 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $5,000 |
Service code 15 · EIN 34-0145825 | Recordkeeping | $61 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $30 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,661 | $46,325+540.4% | $143,788+106.3% | $64,814+357.7% |
| Participation rate | 16.4% | 64.2%-47.8pp | 80.3%-63.9pp | 71.5%-55.1pp |
| Annual return | -15.67% | -10.05%-5.6pp | -0.03%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,129 | $1,911+11.4% | $4,952-57.0% | $2,507-15.1% |
| Participant deferral / active EE | $3,608 | $2,647+36.3% | $5,638-36.0% | $4,310-16.3% |
| Admin fee / account holder | $1,221 | $154+693.8% | $14,675-91.7% | $188+550.2% |