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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY IN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PENSION ASSURANCE LLP4 years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $0 |
WATER OAK ADVISORS4 years Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,115 | $98,750+3.4% | $149,696-31.8% | $79,858+27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.59% | 27.43%-20.8pp | 276.60%-270.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $2,558 | $3,216-20.5% | $4,644-44.9% | $2,471+3.5% |
| Participant deferral / active EE | $3,602 | $5,680-36.6% | $6,842-47.3% | $3,740-3.7% |
| Admin fee / account holder | $73,555 | $6,053+1115.3% | $9,309+690.2% | $5,306+1286.2% |