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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,716 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $15,210 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON, Service code 13 | Contract Administrator | $4,382 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,744 | $80,753-11.2% | $136,298-47.4% | $62,293+15.2% |
| Participation rate | 31.6% | 73.5%-41.9pp | 81.9%-50.3pp | 69.5%-37.9pp |
| Annual return | 16.16% | 35.83%-19.7pp | 5156.27%-5140.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $794 | $2,884-72.5% | $4,696-83.1% | $2,042-61.1% |
| Participant deferral / active EE | $1,635 | $5,164-68.3% | $6,247-73.8% | $3,169-48.4% |
| Admin fee / account holder | $306 | $525-41.8% | $9,244-96.7% | $479-36.2% |