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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $70,754 |
M HOLDINGS SECURITIES INC6 years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,461 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,346 | $64,176+439.7% | $112,263+208.5% | $66,949+417.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.75% | -13.80%-1.9pp | 27.49%-43.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $15,918 | $3,007+429.4% | $3,636+337.8% | $2,545+525.4% |
| Participant deferral / active EE | $9,223 | $3,694+149.7% | $4,729+95.0% | $4,239+117.6% |
| Admin fee / account holder | $439 | $626-29.8% | $6,410-93.2% | $594-26.0% |