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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 ONE BEACH DRIVE STE. 301 · ST. PETERSBURG, FL 33701 | Advisory (Plan) | $21,143 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,311 |
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.)
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 | $83,941 | $55,636+50.9% | $81,982+2.4% | $73,497+14.2% |
| Participation rate | 37.0% | 62.3%-25.3pp | 69.3%-32.3pp | 70.7%-33.7pp |
| Annual return | 17.92% | 19.07%-1.1pp | 41.31%-23.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,147 | $1,625-29.4% | $2,498-54.1% | $2,270-49.5% |
| Participant deferral / active EE | $3,788 | $2,762+37.1% | $3,722+1.8% | $3,740+1.3% |
| Admin fee / account holder | $667 | $493+35.3% | $5,665-88.2% | $513+29.9% |