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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 | $34,324 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 200 N. SEPULVEDA BLVD SUITE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $8,319 |
PASI, LLC5 years Service code 13 10 TALCOTT NOTCH RD. · FARMINGTON, CT 06032 | Contract Administrator | $6,937 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,162 | $73,638-55.0% | $95,960-65.4% | $73,493-54.9% |
| Participation rate | 61.8% | 76.2%-14.3pp | 77.1%-15.2pp | 70.7%-8.8pp |
| Annual return | 19.76% | 16.78%+3.0pp | 91.63%-71.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,485 | $1,863-20.3% | $2,541-41.6% | $2,270-34.6% |
| Participant deferral / active EE | $2,167 | $3,617-40.1% | $4,167-48.0% | $3,740-42.1% |
| Admin fee / account holder | $361 | $482-25.0% | $6,797-94.7% | $513-29.6% |