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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,729 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Investment Management | $199 |
Filed as: RESOURCES INVEMSTMENT ADVISORS, LLC Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $108 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,672 | $39,028+47.8% | $80,741-28.6% | $85,856-32.8% |
| Participation rate | 45.9% | 41.6%+4.4pp | 54.2%-8.2pp | 69.3%-23.4pp |
| Annual return | 12.98% | 26.31%-13.3pp | 87.30%-74.3pp | 318.58%-305.6pp |
| Employer contribution / active EE | $744 | $722+3.0% | $1,160-35.9% | $2,565-71.0% |
| Participant deferral / active EE | $1,154 | $1,326-13.0% | $2,145-46.2% | $3,952-70.8% |
| Admin fee / account holder | $438 | $2,429-82.0% | $3,380-87.0% | $6,261-93.0% |