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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INS. CO Service code 64 · EIN 84-0467907 8315 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $12,369 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $8,286 |
Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $2,000 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 2600 EASTERN BLVD, STE 101 · YORK, PA 17402 | Accounting | $839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,791 | $50,637-37.2% | $86,582-63.3% | $62,293-49.0% |
| Participation rate | 49.0% | 67.9%-18.9pp | 73.5%-24.5pp | 69.5%-20.5pp |
| Annual return | 27.44% | 20.80%+6.6pp | 965.08%-937.6pp | 28.90%-1.5pp |
| Employer contribution / active EE | $739 | $2,075-64.4% | $2,839-74.0% | $2,042-63.8% |
| Participant deferral / active EE | $1,286 | $2,611-50.7% | $3,609-64.4% | $3,169-59.4% |
| Admin fee / account holder | $187 | $413-54.8% | $4,904-96.2% | $479-61.0% |