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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E., FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $47,281 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,388 |
MALCOLM THOMPSON & ASSOCIATES6+ years Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $1,241 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,764 | $99,957-4.2% | $149,696-36.0% | $73,488+30.3% |
| Participation rate | 84.2% | 75.7%+8.5pp | 82.5%+1.7pp | 70.7%+13.5pp |
| Annual return | 12.06% | 53.87%-41.8pp | 276.60%-264.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,441 | $6,073+22.5% | $6,842+8.8% | $3,740+99.0% |
| Admin fee / account holder | $375 | $551-32.0% | $9,309-96.0% | $513-27.0% |