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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $3,076 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,193 | $44,473-2.9% | $76,518-43.6% | $55,725-22.5% |
| Participation rate | 8.0% | 51.0%-43.0pp | 68.0%-60.0pp | 70.9%-62.8pp |
| Annual return | 0.00% | -2.01%+2.0pp | -0.27%+0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $338 | $1,988-83.0% | $3,836-91.2% | $3,356-89.9% |
| Admin fee / account holder | $207 | $134+54.4% | $4,849-95.7% | $115+79.7% |