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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,945 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 601 W. RIVERSIDE, #300 · SPOKANE, WA 99201 | Advisory (Plan) | $6,712 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 13 | Contract Administrator | $2,114 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $653 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SPECIALISTS INC Service code 13 · EIN 42-1612198 1212 N WASHINGTON SUITE 10 · SPOKANE, WA 99201 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,959 | $64,286-16.1% | $90,970-40.7% | $73,412-26.5% |
| Participation rate | 18.0% | 63.6%-45.6pp | 69.0%-51.0pp | 72.2%-54.2pp |
| Annual return | 17.02% | 21.46%-4.4pp | 134.60%-117.6pp | 59.30%-42.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,005 | $2,453-59.0% | $3,373-70.2% | $3,806-73.6% |
| Admin fee / account holder | $370 | $287+29.0% | $5,961-93.8% | $158+134.5% |