Filed November 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,383 |
Filed as: CONSULTING, LLC DESCHUTES INVEST Service code 27 200 SW MARKET STREET STE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $26,797 |
PENSION PLAN SPECIALISTS, PC6+ years Service code 13 | Contract Administrator | $3,828 |
PENSION PLAN SPECIALISTS, PC6+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $1,450 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,991 | $73,638-3.6% | $95,952-26.0% | $73,488-3.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 77.1%+16.7pp | 70.7%+23.1pp |
| Annual return | 14.04% | 16.78%-2.7pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,896 | $1,863+1.7% | $2,541-25.4% | $2,270-16.5% |
| Participant deferral / active EE | $4,271 | $3,617+18.1% | $4,167+2.5% | $3,740+14.2% |
| Admin fee / account holder | $486 | $482+0.9% | $6,795-92.8% | $513-5.2% |