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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,551 |
PBMARES, LLP5+ years Service code 10 · EIN 54-0737372 | Accounting | $8,350 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,310 |
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.)
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 | $26,335 | $66,124-60.2% | $90,461-70.9% | $73,497-64.2% |
| Participation rate | 61.9% | 69.7%-7.8pp | 72.7%-10.8pp | 70.7%-8.8pp |
| Annual return | 4.91% | 17.65%-12.7pp | 1294.76%-1289.9pp | 28.51%-23.6pp |
| Employer contribution / active EE | $566 | $2,346-75.9% | $3,264-82.7% | $2,270-75.1% |
| Participant deferral / active EE | $1,574 | $3,039-48.2% | $3,964-60.3% | $3,740-57.9% |
| Admin fee / account holder | $417 | $396+5.1% | $5,617-92.6% | $513-18.8% |