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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,129 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 27 29 SAWYER ROAD · WALTHAM, ME 024533483 | Advisory (Plan) | $27,681 |
COASTAL PENSION SERVICES1 year Service code 13 | Contract Administrator | $10,865 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, ME 21046 | Contract Administrator | $2,775 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $97,096 | $85,766+13.2% | $136,297-28.8% | $70,124+38.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.34% | 31.45%-10.1pp | 5156.19%-5134.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $18,568 | $2,966+526.0% | $4,696+295.4% | $2,342+692.6% |
| Participant deferral / active EE | $13,018 | $5,051+157.7% | $6,247+108.4% | $3,332+290.7% |
| Admin fee / account holder | $319 | $5,420-94.1% | $9,244-96.5% | $4,645-93.1% |