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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5 years 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 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,768-100.0% | $98,506-100.0% | $79,389-100.0% |
| Participation rate | 8.0% | 69.9%-61.8pp | 73.3%-65.3pp | 70.7%-62.7pp |
| Annual return | 0.00% | 626.18%-626.2pp | 1494.92%-1494.9pp | 116.89%-116.9pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,955-100.0% | $626-100.0% |