| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,849,064 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $500,139 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Employee (plan); Direct payment from ... | $6,600 |
BECHTEL GLOBAL CORPORATION6+ years Service code 56 | Non-monetary compensation | $164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $381,402 | $73,497+418.9% | $101,275+276.6% | $93,223+309.1% |
| Participation rate | 95.8% | 84.5%+11.2pp | 75.8%+20.0pp | 74.9%+20.9pp |
| Annual return | 13.68% | 11.66%+2.0pp | 46.46%-32.8pp | 19.29%-5.6pp |
| Employer contribution / active EE | $11,773 | $3,600+227.1% | $3,660+221.7% | $2,680+339.4% |
| Participant deferral / active EE | $15,025 | $3,303+354.9% | $4,370+243.8% | $4,563+229.3% |
| Admin fee / account holder | $331 | $121+173.6% | $5,948-94.4% | $79+317.8% |