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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 ONE BEACH DRIVE · ST. PETERSBURG, FL 33701 | Advisory (Plan) | $17,733 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $9,967 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $4,308 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $90 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,645 | $47,922+51.6% | $75,900-4.3% | $65,186+11.4% |
| Participation rate | 37.3% | 63.0%-25.7pp | 69.3%-32.0pp | 70.2%-32.9pp |
| Annual return | 20.77% | 24.12%-3.3pp | 30.73%-10.0pp | 29.39%-8.6pp |
| Employer contribution / active EE | $1,144 | $1,557-26.5% | $2,501-54.2% | $2,177-47.4% |
| Participant deferral / active EE | $3,461 | $2,550+35.7% | $3,604-4.0% | $3,514-1.5% |
| Admin fee / account holder | $627 | $532+18.0% | $5,421-88.4% | $847-26.0% |