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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $66,953 |
BONSET AMERICA CORPORATION8+ years Service code 10 · EIN 56-1645992 | Accounting | $0 |
LPL FINANCIAL8+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $118,431 | $65,453+80.9% | $86,698+36.6% | $66,938+76.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 76.6%+20.5pp | 69.8%+27.3pp |
| Annual return | -10.45% | -10.89%+0.4pp | 35.95%-46.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $3,452 | $2,154+60.3% | $2,837+21.7% | $2,545+35.6% |
| Participant deferral / active EE | $5,740 | $4,102+39.9% | $4,656+23.3% | $4,238+35.4% |
| Admin fee / account holder | $397 | $642-38.1% | $7,493-94.7% | $594-33.0% |