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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $26,526 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $6,566 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,520 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,965 | $65,061-58.6% | $143,757-81.2% | $66,914-59.7% |
| Participation rate | 14.6% | 65.2%-50.5pp | 80.3%-65.7pp | 69.8%-55.2pp |
| Annual return | -6.41% | -11.14%+4.7pp | -0.04%-6.4pp | 1.58%-8.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,561 | $2,919-46.5% | $5,637-72.3% | $4,237-63.2% |
| Admin fee / account holder | $358 | $502-28.6% | $14,673-97.6% | $593-39.6% |