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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $40,762 |
Filed as: GWLA. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,137 | $84,940-23.3% | $111,306-41.5% | $79,389-18.0% |
| Participation rate | 45.3% | 75.9%-30.5pp | 77.3%-32.0pp | 70.7%-25.4pp |
| Annual return | 15.93% | 17.45%-1.5pp | 54.67%-38.7pp | 116.89%-101.0pp |
| Employer contribution / active EE | $1,293 | $1,979-34.7% | $2,732-52.7% | $2,428-46.7% |
| Participant deferral / active EE | $2,796 | $3,889-28.1% | $4,488-37.7% | $4,046-30.9% |
| Admin fee / account holder | $443 | $537-17.5% | $7,966-94.4% | $626-29.3% |