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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,421 |
MAJORS & MONDRAGON1+ years Filed as: MAJORS & MONDRAGON, LLC Service code 27 13231 CHAMPION FOREST DR. SUITE 311 · HOUSTON, TX 77069 | Advisory (Plan) | $12,443 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $8,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,635 | $65,118-31.5% | $76,767-41.9% | $55,725-19.9% |
| Participation rate | 51.7% | 79.6%-28.0pp | 77.0%-25.3pp | 70.9%-19.2pp |
| Annual return | -5.34% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,996 | $3,688-18.8% | $3,852-22.2% | $3,356-10.7% |
| Admin fee / account holder | $482 | $116+315.7% | $6,675-92.8% | $115+318.1% |