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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,976 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 55 1 NORTH JEFFERSON AVENUE · ST LOUIS, MO 63103 | Other Commissions | $5,772 |
THE VARGO COMPANY2+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $1,540 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,351 | $44,425-45.2% | $67,834-64.1% | $55,167-55.9% |
| Participation rate | 18.8% | 59.7%-41.0pp | 68.8%-50.0pp | 69.0%-50.2pp |
| Annual return | 4.67% | 17.80%-13.1pp | 138.47%-133.8pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $436 | $2,166-79.9% | $3,160-86.2% | $3,054-85.7% |
| Admin fee / account holder | $126 | $530-76.3% | $4,622-97.3% | $504-75.1% |