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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 | $17,199 |
PBMARES, LLP6+ years Service code 10 · EIN 54-0737372 | Accounting | $9,925 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,702 |
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.)
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 | $35,499 | $63,768-44.3% | $98,477-64.0% | $79,393-55.3% |
| Participation rate | 63.1% | 69.9%-6.8pp | 73.3%-10.2pp | 70.7%-7.6pp |
| Annual return | 21.92% | 626.18%-604.3pp | 1493.59%-1471.7pp | 116.87%-95.0pp |
| Employer contribution / active EE | $555 | $2,558-78.3% | $2,961-81.3% | $2,428-77.1% |
| Participant deferral / active EE | $1,528 | $3,305-53.8% | $4,276-64.3% | $4,046-62.2% |
| Admin fee / account holder | $539 | $516+4.5% | $5,951-90.9% | $627-13.9% |