Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $12,411 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $8,598 |
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 | $30,440 | $49,177-38.1% | $79,467-61.7% | $64,173-52.6% |
| Participation rate | 43.9% | 65.0%-21.2pp | 73.3%-29.5pp | 69.6%-25.7pp |
| Annual return | -5.65% | -1.16%-4.5pp | 718.30%-724.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $713 | $2,076-65.7% | $2,800-74.5% | $2,381-70.1% |
| Participant deferral / active EE | $1,256 | $2,821-55.5% | $3,704-66.1% | $3,470-63.8% |
| Admin fee / account holder | $190 | $3,839-95.1% | $5,104-96.3% | $4,887-96.1% |