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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $125,371 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $38,768 |
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $85 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,613 | $66,813+131.4% | $100,535+53.8% | $73,497+110.4% |
| Participation rate | 85.3% | 77.5%+7.8pp | 79.4%+5.8pp | 70.7%+14.6pp |
| Annual return | 12.99% | 25.70%-12.7pp | 30.90%-17.9pp | 28.51%-15.5pp |
| Employer contribution / active EE | $6,820 | $2,147+217.7% | $3,419+99.5% | $2,270+200.4% |
| Participant deferral / active EE | $7,080 | $5,883+20.4% | $6,271+12.9% | $3,740+89.3% |
| Admin fee / account holder | $505 | $512-1.3% | $8,085-93.7% | $513-1.5% |