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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $295,342 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $91,532 |
FRAZIER & DEETER, LLC1 year Service code 10 · EIN 58-1433845 | Accounting | $33,500 |
Service code 50 · EIN 46-1374691 | Direct Payment | $31,100 |
TCG GROUP HOLDINGS, LLP1 year Filed as: TCG INVESTMENT ADVISORY SERVICE LP Service code 27 · EIN 20-0760699 | Advisory (Plan) | $9,572 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,035 | $120,450-70.9% | $159,455-78.0% | $93,010-62.3% |
| Participation rate | 20.5% | 78.0%-57.5pp | 82.8%-62.3pp | 73.9%-53.4pp |
| Annual return | 10.26% | 27.11%-16.8pp | 263.63%-253.4pp | 158.70%-148.4pp |
| Employer contribution / active EE | $130 | $3,526-96.3% | $4,830-97.3% | $2,705-95.2% |
| Participant deferral / active EE | $728 | $7,283-90.0% | $7,353-90.1% | $4,561-84.0% |
| Admin fee / account holder | $692 | $137+406.6% | $10,800-93.6% | $152+356.6% |