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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $30,987 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,649 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $910 |
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 | $104,717 | $102,661+2.0% | $151,645-30.9% | $66,949+56.4% |
| Participation rate | 41.6% | 85.5%-44.0pp | 87.5%-45.9pp | 69.8%-28.2pp |
| Annual return | -14.69% | -10.81%-3.9pp | 3.34%-18.0pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,798 | $4,184-57.0% | $6,165-70.8% | $2,545-29.4% |
| Participant deferral / active EE | $3,308 | $6,645-50.2% | $8,363-60.4% | $4,239-22.0% |
| Admin fee / account holder | $468 | $630-25.8% | $11,614-96.0% | $594-21.2% |