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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 | $27,415 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $16,516 |
WC ADMINISTRATORS, LLC7+ years Service code 13 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Contract Administrator | $9,376 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,553 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6504 BRIDGE POINT PKWY SUITE 450 · AUSTIN, TX 78730 | Other Fees | $3,304 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,527 | $44,714-11.6% | $91,225-56.7% | $66,938-41.0% |
| Participation rate | 68.9% | 65.0%+3.9pp | 73.2%-4.3pp | 69.8%-0.9pp |
| Annual return | -18.96% | -12.25%-6.7pp | 114.12%-133.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $2,838 | $1,710+65.9% | $2,851-0.5% | $2,545+11.5% |
| Participant deferral / active EE | $5,418 | $3,355+61.5% | $4,233+28.0% | $4,238+27.8% |
| Admin fee / account holder | $356 | $521-31.8% | $5,422-93.4% | $594-40.1% |