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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANC CO Service code 66 | Other insurance wrap fees; Insurance ... | $4,524 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,295 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,607 | $47,977-44.5% | $154,108-82.7% | $56,289-52.7% |
| Participation rate | 66.2% | 66.2%0pp | 83.0%-16.8pp | 69.9%-3.6pp |
| Annual return | 10.46% | 3.54%+6.9pp | 735.21%-724.7pp | -9.96%+20.4pp |
| Employer contribution / active EE | $1,354 | $2,169-37.6% | $5,298-74.4% | $2,111-35.9% |
| Participant deferral / active EE | $1,304 | $2,392-45.5% | $5,081-74.3% | $3,350-61.1% |
| Admin fee / account holder | $37 | $438-91.5% | $13,411-99.7% | $521-92.8% |