Filed September 5, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Service code 13 519 MADISON AVE. · TOLEDO, OH 43604 | Contract Administrator | $885 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,137 | $63,924-77.9% | $108,582-87.0% | $55,167-74.4% |
| Participation rate | 48.2% | 74.3%-26.2pp | 79.6%-31.4pp | 69.0%-20.8pp |
| Annual return | 9.03% | 15.31%-6.3pp | -51.70%+60.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,099 | $1,879-41.5% | $3,758-70.8% | $1,963-44.0% |
| Participant deferral / active EE | $1,792 | $3,067-41.6% | $4,311-58.4% | $3,054-41.3% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.8% |