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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $331 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 320 W 57TH STREET · NEW YORK, NY 10019 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,794 | $46,360-27.1% | $147,617-77.1% | $52,331-35.4% |
| Participation rate | 50.4% | 64.9%-14.5pp | 84.6%-34.2pp | 68.1%-17.7pp |
| Annual return | -1.46% | 1.62%-3.1pp | 61.98%-63.4pp | 4.54%-6.0pp |
| Employer contribution / active EE | $5 | $2,126-99.7% | $5,564-99.9% | $1,882-99.7% |
| Participant deferral / active EE | $1,977 | $2,258-12.4% | $4,895-59.6% | $3,022-34.6% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |