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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $51,460 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,731 |
CARLSON QUINN1 year Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $41,168 |
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 | $211,460 | $46,732+352.5% | $156,551+35.1% | $55,167+283.3% |
| Participation rate | 98.5% | 65.8%+32.7pp | 84.0%+14.5pp | 69.0%+29.5pp |
| Annual return | 9.08% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $16,420 | $2,105+680.0% | $5,501+198.5% | $1,963+736.7% |
| Participant deferral / active EE | $14,413 | $2,204+553.9% | $4,871+195.9% | $3,054+371.9% |
| Admin fee / account holder | $303 | $418-27.6% | $13,028-97.7% | $504-39.9% |