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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $69,763 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 444 W. 47TH STREET, STE. 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $31,348 |
TRUOG-RYDING COMPANY, INC.1+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $8,418 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $969 |
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 | $48,223 | $73,102-34.0% | $123,552-61.0% | $56,287-14.3% |
| Participation rate | 87.2% | 74.3%+12.9pp | 82.3%+5.0pp | 69.9%+17.4pp |
| Annual return | -6.51% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $4,235 | $2,977+42.3% | $4,628-8.5% | $2,111+100.6% |
| Participant deferral / active EE | $7,842 | $5,423+44.6% | $6,426+22.0% | $3,350+134.1% |
| Admin fee / account holder | $425 | $554-23.2% | $9,285-95.4% | $521-18.4% |