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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 | $19,720 |
PBMARES, LLP7+ years Service code 10 · EIN 54-0737372 | Accounting | $11,375 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $10,372 |
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 | $30,455 | $54,355-44.0% | $82,744-63.2% | $68,486-55.5% |
| Participation rate | 71.3% | 63.9%+7.3pp | 72.6%-1.3pp | 67.9%+3.4pp |
| Annual return | -9.15% | -13.67%+4.5pp | 702.22%-711.4pp | -7.85%-1.3pp |
| Employer contribution / active EE | $710 | $2,219-68.0% | $3,008-76.4% | $2,597-72.7% |
| Participant deferral / active EE | $2,685 | $3,246-17.3% | $4,395-38.9% | $4,028-33.3% |
| Admin fee / account holder | $396 | $4,397-91.0% | $5,325-92.6% | $5,404-92.7% |