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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Filed as: GREAT -WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $299,959-100.0% | $185,851-100.0% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 13.31% | 9.80%+3.5pp | 122.11%-108.8pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,168-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $0 | $47,864-100.0% | $16,245-100.0% | - |