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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,992 |
KARP CAPITAL MANAGEMENT4+ years Service code 27 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $20,578 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $6,542 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $2,688 |
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).
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 | $61,735 | $42,548+45.1% | $74,551-17.2% | $56,289+9.7% |
| Participation rate | 27.7% | 60.5%-32.7pp | 69.1%-41.4pp | 69.9%-42.1pp |
| Annual return | -4.37% | 12.40%-16.8pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $208 | $855-75.7% | $1,961-89.4% | $2,111-90.2% |
| Participant deferral / active EE | $2,125 | $2,277-6.7% | $3,108-31.6% | $3,350-36.6% |
| Admin fee / account holder | $444 | $467-5.0% | $5,059-91.2% | $521-14.8% |