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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,862 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $10,295 |
Filed as: AZALEA ADMINISTRATION, LLC Service code 13 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $5,096 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $930 |
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 | $72,210 | $79,438-9.1% | $106,555-32.2% | $79,391-9.0% |
| Participation rate | 56.3% | 74.2%-17.8pp | 76.1%-19.8pp | 70.7%-14.4pp |
| Annual return | 19.25% | 18.27%+1.0pp | 26.80%-7.5pp | 116.88%-97.6pp |
| Employer contribution / active EE | $800 | $2,235-64.2% | $2,819-71.6% | $2,428-67.1% |
| Participant deferral / active EE | $2,753 | $3,824-28.0% | $4,399-37.4% | $4,046-31.9% |
| Admin fee / account holder | $351 | $523-33.0% | $7,408-95.3% | $627-44.1% |