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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 | $57,915 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 3030 N ROCKY POINT DR W. · TAMPA, FL 33607 | Advisory (Plan) | $24,708 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $14,910 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,982 |
SCHOFER DILLBERG & COMPANY4+ years Service code 10 190 N MAIN ST THIRD FL · NATLICK, MA 01760 | Accounting | $6,500 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,649 | $48,261-44.8% | $68,612-61.2% | $55,725-52.2% |
| Participation rate | 65.9% | 71.0%-5.1pp | 72.2%-6.3pp | 70.9%-4.9pp |
| Annual return | -1.97% | -2.61%+0.6pp | -4.63%+2.7pp | 244.93%-246.9pp |
| Employer contribution / active EE | $1,570 | $1,742-9.9% | $2,625-40.2% | $2,078-24.5% |
| Participant deferral / active EE | $2,847 | $2,712+5.0% | $3,311-14.0% | $3,356-15.2% |
| Admin fee / account holder | $317 | $126+151.5% | $5,131-93.8% | $115+175.5% |