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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $88,382 |
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $30,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $59 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,084 | $77,660+459.0% | $109,143+297.7% | $79,386+446.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.73% | 23.44%-5.7pp | 25.75%-8.0pp | 116.85%-99.1pp |
| Employer contribution / active EE | $14,876 | $2,797+431.8% | $3,722+299.7% | $2,427+512.8% |
| Participant deferral / active EE | $8,810 | $3,518+150.5% | $4,653+89.3% | $4,046+117.8% |
| Admin fee / account holder | $543 | $732-25.8% | $6,752-92.0% | $626-13.3% |