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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $148,265 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,000 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $10,200 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 | 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,762 | $60,776+215.5% | $85,682+123.8% | $79,386+141.6% |
| Participation rate | 92.3% | 62.1%+30.2pp | 69.9%+22.5pp | 70.7%+21.6pp |
| Annual return | 13.08% | 16.57%-3.5pp | 21.49%-8.4pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,399 | $1,663-15.9% | $2,618-46.6% | $2,427-42.4% |
| Participant deferral / active EE | $5,120 | $2,919+75.4% | $3,923+30.5% | $4,046+26.6% |
| Admin fee / account holder | $526 | $438+19.9% | $6,873-92.4% | $626-16.1% |