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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,804 |
WC ADMINISTRATORS, LLC2+ years Service code 13 433 SO. 400 EAST · SALT LAKE CITY, UT 84111 | Contract Administrator | $12,891 |
Filed as: LEAFHOUSE FINANCIAL SERVICES Service code 99 6011 WEST COURTYARD DR #405 · AUSTIN, TX 78730 | Other Fees | $1,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,578 | $47,448-48.2% | $94,993-74.1% | $62,293-60.5% |
| Participation rate | 49.6% | 66.5%-16.9pp | 73.9%-24.3pp | 69.5%-19.9pp |
| Annual return | 29.86% | 22.64%+7.2pp | 27.14%+2.7pp | 28.90%+1.0pp |
| Employer contribution / active EE | $1,480 | $1,300+13.8% | $2,603-43.2% | $2,042-27.6% |
| Participant deferral / active EE | $2,475 | $2,375+4.2% | $3,317-25.4% | $3,169-21.9% |
| Admin fee / account holder | $200 | $434-54.0% | $4,960-96.0% | $479-58.3% |