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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $48,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,664 |
LPL FINANCIAL8+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,323 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,351 | $167,522+20.2% | $151,639+32.8% | $134,532+49.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -10.58% | 7.81%-18.4pp | 3.34%-13.9pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,816 | $8,986+87.1% | $8,363+101.1% | $6,401+162.7% |
| Admin fee / account holder | $571 | $13,780-95.9% | $11,613-95.1% | $11,429-95.0% |