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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E., FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $46,431 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,617 |
MALCOLM THOMPSON & ASSOCIATES5+ years Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,292 | $89,652-11.6% | $141,177-43.8% | $65,185+21.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.5%+3.2pp | 70.2%+15.5pp |
| Annual return | 19.60% | 32.79%-13.2pp | 71.40%-51.8pp | 29.38%-9.8pp |
| Employer contribution / active EE | $342 | $3,065-88.8% | $4,736-92.8% | $2,177-84.3% |
| Participant deferral / active EE | $7,335 | $5,691+28.9% | $6,710+9.3% | $3,514+108.8% |
| Admin fee / account holder | $312 | $569-45.2% | $10,263-97.0% | $847-63.2% |