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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $87,179 |
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $19,432 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,563 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,053 |
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 | $107,989 | $99,957+8.0% | $149,730-27.9% | $73,493+46.9% |
| Participation rate | 94.6% | 75.7%+18.9pp | 82.5%+12.1pp | 70.7%+23.9pp |
| Annual return | 13.98% | 53.87%-39.9pp | 276.70%-262.7pp | 28.51%-14.5pp |
| Employer contribution / active EE | $4,525 | $3,191+41.8% | $4,645-2.6% | $2,270+99.3% |
| Participant deferral / active EE | $11,908 | $6,073+96.1% | $6,843+74.0% | $3,740+218.4% |
| Admin fee / account holder | $543 | $551-1.3% | $9,310-94.2% | $513+5.9% |