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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 | $14,066 |
Filed as: SUMMERS SPENCER & COMPANY, PA Service code 10 5825 SW 29TH STREET · TOPEKA, KS 66614 | Accounting | $9,500 |
Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $8,874 |
SECURITIES AMERICA INC2+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $6,518 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,272 | $52,884-65.4% | $84,753-78.4% | $55,167-66.9% |
| Participation rate | 60.0% | 67.5%-7.5pp | 76.6%-16.6pp | 69.0%-9.0pp |
| Annual return | 8.41% | 18.03%-9.6pp | 22.78%-14.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $334 | $2,233-85.0% | $3,574-90.6% | $1,963-83.0% |
| Participant deferral / active EE | $1,835 | $2,644-30.6% | $3,712-50.6% | $3,054-39.9% |
| Admin fee / account holder | $305 | $581-47.4% | $5,333-94.3% | $504-39.4% |