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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 | $120,366 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 | Other Commissions | $52,441 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $11,801 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHID RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,095 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,334 | $50,956+98.9% | $96,572+4.9% | $86,821+16.7% |
| Participation rate | 58.8% | 65.2%-6.5pp | 69.8%-11.0pp | 72.3%-13.5pp |
| Annual return | 14.62% | 21.27%-6.6pp | 37.79%-23.2pp | 97.94%-83.3pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,641 | $2,954-44.5% | $3,850-57.4% | $4,132-60.3% |
| Admin fee / account holder | $547 | $166+229.6% | $6,183-91.1% | $170+222.7% |