Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,760 |
Filed as: KESTRA INVESSTMENT SERVICES LLC Service code 55 | Other Commissions | $17,410 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,718 |
Service code 13 | Contract Administrator | $1,099 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $629 |
Filed as: PACFIC COASTAL PENSION SERVICES Service code 13 · EIN 26-0895846 16165 MONTEREY ROAD, SUITE 201 · MORGAN HILL, CA 95037 | Contract Administrator | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,274 | $85,766-14.6% | $136,298-46.2% | $70,126+4.5% |
| Participation rate | 58.2% | 74.2%-15.9pp | 81.9%-23.7pp | 69.5%-11.3pp |
| Annual return | 16.96% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,765 | $2,966-40.5% | $4,696-62.4% | $2,343-24.7% |
| Participant deferral / active EE | $8,759 | $5,051+73.4% | $6,247+40.2% | $3,332+162.9% |
| Admin fee / account holder | $317 | $5,421-94.2% | $9,244-96.6% | $4,645-93.2% |