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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
MATTHEWS BENEFIT GROUP, INC.1+ years Filed as: MATTHEWS BENEFIT GROUP INC Service code 13 94TH AVENUE NORTH · ST PETERSBURG, FL 33702 | Contract Administrator | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $7,792 | $30,979-74.8% | $67,704-88.5% | $59,188-86.8% |
| Participation rate | 4.3% | 40.5%-36.2pp | 67.5%-63.3pp | 69.4%-65.2pp |
| Annual return | 9.51% | -1.74%+11.2pp | 25.41%-15.9pp | 5.51%+4.0pp |
| Employer contribution / active EE | $0 | $807-100.0% | $2,559-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $104 | $1,603-93.5% | $3,585-97.1% | $3,265-96.8% |
| Admin fee / account holder | $0 | $81-99.5% | $4,255-100.0% | $92-99.5% |