| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,468,070 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $511,598 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 30 · EIN 53-0181291 | Employee (plan); Other services; Dire... | $19,800 |
BECHTEL GLOBAL CORPORATION4+ years Service code 56 | Non-monetary compensation | $1,070 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $297,227 | $57,255+419.1% | $83,831+254.6% | $68,904+331.4% |
| Participation rate | 92.6% | 86.2%+6.4pp | 76.1%+16.5pp | 74.1%+18.5pp |
| Annual return | -4.43% | -0.34%-4.1pp | 850.99%-855.4pp | 1.07%-5.5pp |
| Employer contribution / active EE | $10,419 | $3,341+211.9% | $3,631+186.9% | $2,540+310.2% |
| Participant deferral / active EE | $13,738 | $3,207+328.4% | $4,082+236.5% | $4,015+242.1% |
| Admin fee / account holder | $301 | $103+191.3% | $5,479-94.5% | $71+322.4% |