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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $142,268 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $58,980 |
TAYLOR SECURITIES1 year Filed as: J TAYLOR & ASSOCIATES LLC Service code 10 4800 OVERTON PLAZA STE 360 · FORTH WORTH, TX 76109 | Accounting | $26,368 |
WOODARD INSURANCE, LLP5+ years Service code 99 · EIN 75-2108200 | Other Fees | $19,500 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,292 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,683 | $62,928+20.3% | $172,753-56.2% | $67,582+12.0% |
| Participation rate | 81.7% | 64.5%+17.2pp | 82.6%-0.9pp | 71.3%+10.4pp |
| Annual return | 27.61% | 30.36%-2.7pp | 803.00%-775.4pp | 378.57%-351.0pp |
| Employer contribution / active EE | $673 | $1,636-58.8% | $5,144-86.9% | $2,148-68.6% |
| Participant deferral / active EE | $5,381 | $2,145+150.9% | $5,198+3.5% | $3,539+52.0% |
| Admin fee / account holder | $333 | $167+100.0% | $13,956-97.6% | $142+134.2% |