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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,796 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $37,772 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $11,000 |
PRECISON PLAN ADMINISTRATION2 years Service code 99 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Fees | $9,548 |
Filed as: ADVISED ASSETS GROPU Service code 28 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Investment Management | $1,390 |
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.)
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 | $51,982 | $56,152-7.4% | $185,827-72.0% | $73,412-29.2% |
| Participation rate | 54.0% | 67.6%-13.6pp | 78.0%-24.1pp | 72.2%-18.2pp |
| Annual return | 14.75% | 17.59%-2.8pp | 35.96%-21.2pp | 59.30%-44.5pp |
| Employer contribution / active EE | $1,356 | $1,532-11.4% | $4,087-66.8% | $2,234-39.3% |
| Participant deferral / active EE | $2,202 | $3,659-39.8% | $5,633-60.9% | $3,806-42.1% |
| Admin fee / account holder | $316 | $132+139.6% | $9,502-96.7% | $158+100.4% |