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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,290 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $31,663 |
FOX ROTHSCHILD LLP3+ years Filed as: FOX & FOX Service code 13 2491 E. ALLUVIAL AVE. · CLOVIS, CA 93611 | Contract Administrator | $5,250 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,869 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,824 | $89,739-33.3% | $149,721-60.0% | $62,293-4.0% |
| Participation rate | 81.5% | 85.1%-3.6pp | 87.1%-5.6pp | 69.5%+11.9pp |
| Annual return | 11.95% | 21.01%-9.1pp | 1501.67%-1489.7pp | 28.90%-16.9pp |
| Employer contribution / active EE | $434 | $3,233-86.6% | $5,444-92.0% | $2,042-78.7% |
| Participant deferral / active EE | $2,797 | $4,797-41.7% | $6,568-57.4% | $3,169-11.7% |
| Admin fee / account holder | $402 | $551-27.0% | $11,282-96.4% | $479-16.1% |