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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,716 |
PREMIER PLAN CONSULTANTS1 year Service code 13 6215 FERRIS SQUARE, STE. 125 · SAN DIEGO, CA 92121 | Contract Administrator | $16,921 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $267 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $104 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,663 | $73,102+160.8% | $123,553+54.3% | $56,289+238.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 12.47% | 3.01%+9.5pp | 119.21%-106.7pp | -9.96%+22.4pp |
| Employer contribution / active EE | $7,602 | $2,977+155.4% | $4,628+64.3% | $2,111+260.1% |
| Participant deferral / active EE | $9,931 | $5,423+83.1% | $6,426+54.5% | $3,350+196.5% |
| Admin fee / account holder | $341 | $554-38.4% | $9,284-96.3% | $521-34.6% |