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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,893 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $21,711 |
ACUFF & ASSOCIATES, INC.1+ years Service code 13 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $4,342 |
KRAFT CPAS, PLLC1+ years Filed as: KRAFT CPAS PLLC Service code 10 555 GREAT CIRCLE RD · NASHVILLE, TN 37228 | Accounting | $2,500 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $52,934 | $45,283+16.9% | $155,789-66.0% | $52,331+1.2% |
| Participation rate | 46.4% | 62.2%-15.8pp | 76.1%-29.7pp | 68.1%-21.7pp |
| Annual return | 1.66% | 1.80%-0.1pp | 71.54%-69.9pp | 4.54%-2.9pp |
| Employer contribution / active EE | $209 | $1,329-84.2% | $3,839-94.5% | $1,882-88.9% |
| Participant deferral / active EE | $2,222 | $2,854-22.1% | $4,798-53.7% | $3,022-26.5% |
| Admin fee / account holder | $477 | $981-51.4% | $7,477-93.6% | $592-19.4% |