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| Provider | Service type | Compensation |
|---|---|---|
WALKER BENEFITS, LLC5 years Service code 16 · EIN 55-0486667 | Consulting | $12,465 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 15 · EIN 84-0467907 | Recordkeeping | $2,570 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,625 | $56,511-77.7% | $185,837-93.2% | $86,813-85.5% |
| Participation rate | 32.6% | 65.5%-32.9pp | 81.7%-49.1pp | 72.3%-39.7pp |
| Annual return | 13.87% | 118.12%-104.3pp | 122.08%-108.2pp | 97.93%-84.1pp |
| Employer contribution / active EE | $345 | $1,844-81.3% | $5,168-93.3% | $2,406-85.7% |
| Participant deferral / active EE | $512 | $2,554-80.0% | $5,568-90.8% | $4,131-87.6% |
| Admin fee / account holder | $64 | $150-57.1% | $16,241-99.6% | $170-62.1% |