| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,779,914 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $494,439 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Direct payment from the plan; Employe... | $17,050 |
BECHTEL GLOBAL CORPORATION5+ years Service code 56 | Non-monetary compensation | $1,898 |
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 | $342,739 | $78,226+338.1% | $92,916+268.9% | $82,204+316.9% |
| Participation rate | 93.4% | 82.7%+10.6pp | 76.0%+17.4pp | 73.4%+20.0pp |
| Annual return | 19.75% | 19.33%+0.4pp | 109.45%-89.7pp | 26.31%-6.6pp |
| Employer contribution / active EE | $10,721 | $3,911+174.1% | $3,654+193.5% | $2,707+296.0% |
| Participant deferral / active EE | $13,539 | $3,648+271.1% | $4,238+219.5% | $4,246+218.9% |
| Admin fee / account holder | $321 | $119+169.8% | $5,796-94.5% | $76+325.1% |