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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 | $35,665 |
PENSIONMARK FINANCIAL GROUP LLC6+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $31,550 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,209 |
FOX ROTHSCHILD LLP6+ years Filed as: FOX & FOX Service code 13 2491 E. ALLUVIAL AVE. · CLOVIS, CA 93611 | Contract Administrator | $0 |
TD AMERITRADE, INC.6+ 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 | $65,843 | $136,307-51.7% | $177,848-63.0% | $73,497-10.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.60% | 18.68%-7.1pp | 48.33%-36.7pp | 28.51%-16.9pp |
| Employer contribution / active EE | $573 | $3,712-84.6% | $5,919-90.3% | $2,270-74.7% |
| Participant deferral / active EE | $4,415 | $5,829-24.3% | $7,714-42.8% | $3,740+18.1% |
| Admin fee / account holder | $332 | $596-44.2% | $12,431-97.3% | $513-35.3% |