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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,984 |
Service code 27 4800 DEER LAKE DR. E · JACKSONVILLE, FL 32246 | Advisory (Plan) | $21,965 |
UNITED RETIREMENT INC3 years Filed as: UNITED RETIREMENT INC. Service code 13 P.O. BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $7,641 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,258 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $4,374 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,585 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,012 | $56,540-9.8% | $185,849-72.6% | $86,821-41.2% |
| Participation rate | 74.7% | 65.5%+9.2pp | 81.7%-7.0pp | 72.3%+2.4pp |
| Annual return | 15.53% | 118.20%-102.7pp | 122.10%-106.6pp | 97.94%-82.4pp |
| Employer contribution / active EE | $2,854 | $1,844+54.7% | $5,169-44.8% | $2,406+18.6% |
| Participant deferral / active EE | $5,697 | $2,555+123.0% | $5,569+2.3% | $4,132+37.9% |
| Admin fee / account holder | $327 | $150+118.5% | $16,244-98.0% | $170+92.8% |