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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST OROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,870 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $12,607 |
Filed as: BENEFIT CONSULTING GROUP OF PR INC. Service code 13 109 ISABEL ANDREU · SAN JUAN, PR 00918 | Contract Administrator | $921 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,553 | $57,828-36.8% | $117,039-68.8% | $70,126-47.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.65% | 17.55%-5.9pp | 18.95%-7.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $4,218 | $1,816+132.3% | $3,785+11.4% | $2,343+80.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,560 | $3,548+197.6% | $5,974+76.8% | $4,645+127.3% |