Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSUR Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,273 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,470 | $58,655-46.3% | $91,994-65.8% | $65,185-51.7% |
| Participation rate | 57.5% | 75.3%-17.8pp | 78.6%-21.1pp | 70.2%-12.7pp |
| Annual return | 38.82% | 33.92%+4.9pp | 69.04%-30.2pp | 29.38%+9.4pp |
| Employer contribution / active EE | $1,543 | $2,080-25.9% | $3,453-55.3% | $2,177-29.1% |
| Participant deferral / active EE | $4,012 | $5,474-26.7% | $5,924-32.3% | $3,514+14.2% |
| Admin fee / account holder | $182 | $434-58.1% | $7,744-97.7% | $847-78.5% |