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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,350 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $72,574 |
Filed as: BENEFIT CONSULTING GROUP Service code 13 109 ISABEL ANDREU · SAN JUAN, PR 00918 | Contract Administrator | $5,815 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $5,711 |
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 | $22,232 | $50,106-55.6% | $69,779-68.1% | $57,658-61.4% |
| Participation rate | 73.1% | 70.9%+2.3pp | 71.8%+1.3pp | 70.2%+2.9pp |
| Annual return | 6.51% | 14.58%-8.1pp | 12.99%-6.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $576 | $1,739-66.9% | $2,338-75.3% | $1,974-70.8% |
| Participant deferral / active EE | $1,038 | $2,486-58.3% | $2,931-64.6% | $3,061-66.1% |
| Admin fee / account holder | $473 | $89+429.7% | $4,381-89.2% | $95+399.8% |