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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,019 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,429 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Contract Administrator | $2,607 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,268 | $78,428-41.0% | $95,960-51.8% | $79,852-42.1% |
| Participation rate | 56.0% | 73.5%-17.4pp | 77.1%-21.0pp | 69.6%-13.6pp |
| Annual return | 16.93% | 19.37%-2.4pp | 91.63%-74.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,037 | $1,945-46.7% | $2,541-59.2% | $2,471-58.0% |
| Participant deferral / active EE | $3,613 | $3,440+5.0% | $4,167-13.3% | $3,740-3.4% |
| Admin fee / account holder | $354 | $5,622-93.7% | $6,797-94.8% | $5,306-93.3% |