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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 | $37,856 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,082 |
ACUFF & ASSOCIATES, INC.3+ years Service code 13 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $4,936 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,018 |
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.)
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).
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 | $53,760 | $52,639+2.1% | $185,117-71.0% | $62,293-13.7% |
| Participation rate | 56.8% | 63.9%-7.0pp | 77.3%-20.4pp | 69.5%-12.7pp |
| Annual return | 13.70% | 19.57%-5.9pp | 40.50%-26.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $233 | $1,483-84.3% | $4,182-94.4% | $2,042-88.6% |
| Participant deferral / active EE | $2,518 | $3,097-18.7% | $5,045-50.1% | $3,169-20.6% |
| Admin fee / account holder | $412 | $374+10.3% | $8,159-94.9% | $479-14.0% |