Filed May 16, 2022 (most recent of 4 filings on file)
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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 | $63,343 |
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $22,917 |
DRAKE-WILLIAMS STEEL, INC3+ years Service code 99 2301 HICKORY ST · OMAHA, NE 68108 | Other Fees | $9,250 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,700 |
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 | $59,668 | $59,191+0.8% | $76,767-22.3% | $56,289+6.0% |
| Participation rate | 95.6% | 75.2%+20.4pp | 77.0%+18.6pp | 69.9%+25.7pp |
| Annual return | -0.33% | 6.62%-6.9pp | 2.43%-2.8pp | -9.96%+9.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,738 | $3,255-15.9% | $3,852-28.9% | $3,350-18.3% |
| Admin fee / account holder | $313 | $489-36.0% | $6,675-95.3% | $521-39.9% |