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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,711 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 | Other Commissions | $5,669 |
RETIREMENTPLANS.COM, LLC1+ years Filed as: RETIREMENTPLANS.COM. LLC Service code 13 | Contract Administrator | $4,384 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $254 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLP Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION ANALYSIS BUREAU INC Service code 13 | Contract Administrator | $0 |
RETIREMENTPLANS.COM, LLC1+ years Filed as: RETIREMENTPLANS.COM Service code 13 16051 ADDISON ROAD · ADDISON, TX 75001 | Contract Administrator | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,572 | $53,412-16.5% | $68,509-34.9% | $52,331-14.8% |
| Participation rate | 36.7% | 71.7%-34.9pp | 74.7%-38.0pp | 68.1%-31.4pp |
| Annual return | -1.77% | 3.42%-5.2pp | 8.27%-10.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $324 | $1,607-79.8% | $2,278-85.8% | $1,882-82.8% |
| Participant deferral / active EE | $1,608 | $2,688-40.2% | $3,382-52.5% | $3,022-46.8% |
| Admin fee / account holder | $307 | $461-33.5% | $5,275-94.2% | $592-48.2% |