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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $170,064 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $65,880 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,337 |
TAYLOR SECURITIES2 years Filed as: J TAYLOR & ASSOCIATES LLC Service code 10 4800 OVERTON PLAZA STE 360 · FORTH WORTH, TX 76109 | Accounting | $7,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,420 | $52,293+67.2% | $178,503-51.0% | $73,412+19.1% |
| Participation rate | 80.4% | 65.3%+15.0pp | 81.9%-1.6pp | 72.2%+8.2pp |
| Annual return | 39.49% | 34.75%+4.7pp | 151.12%-111.6pp | 59.30%-19.8pp |
| Employer contribution / active EE | $621 | $1,736-64.2% | $5,011-87.6% | $2,234-72.2% |
| Participant deferral / active EE | $5,069 | $2,333+117.3% | $5,202-2.6% | $3,806+33.2% |
| Admin fee / account holder | $345 | $127+170.8% | $13,987-97.5% | $158+118.4% |