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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,544 | $54,320-60.3% | $67,652-68.2% | $52,331-58.8% |
| Participation rate | 10.5% | 73.6%-63.1pp | 75.7%-65.2pp | 68.1%-57.6pp |
| Annual return | -2.17% | 6.81%-9.0pp | 6625.40%-6627.6pp | 4.54%-6.7pp |
| Employer contribution / active EE | $711 | $1,544-54.0% | $2,266-68.6% | $1,882-62.2% |
| Participant deferral / active EE | $1,878 | $2,950-36.3% | $3,560-47.2% | $3,022-37.9% |
| Admin fee / account holder | $33 | $527-93.7% | $4,821-99.3% | $592-94.4% |