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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,788 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 200 N PACIFIC COAST HWY #1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $44,415 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $10,328 |
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.)
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 | $73,363 | $64,286+14.1% | $90,970-19.4% | $73,412-0.1% |
| Participation rate | 62.3% | 63.6%-1.3pp | 69.0%-6.7pp | 72.2%-9.9pp |
| Annual return | 11.84% | 21.46%-9.6pp | 134.60%-122.8pp | 59.30%-47.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,583 | $2,453-35.5% | $3,373-53.1% | $3,806-58.4% |
| Admin fee / account holder | $397 | $287+38.2% | $5,961-93.3% | $158+151.2% |