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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,674 |
PBMARES, LLP2+ years Service code 10 · EIN 54-0737372 | Accounting | $7,692 |
INVEST FINANCIAL CORPORATION2+ years Service code 55 PO BOX 5097 · APPLETON, WI 54912 | Other Commissions | $6,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,290 | $50,637-44.1% | $86,582-67.3% | $62,293-54.6% |
| Participation rate | 50.8% | 67.9%-17.1pp | 73.5%-22.7pp | 69.5%-18.7pp |
| Annual return | 10.96% | 20.80%-9.8pp | 965.08%-954.1pp | 28.90%-17.9pp |
| Employer contribution / active EE | $395 | $2,075-81.0% | $2,839-86.1% | $2,042-80.7% |
| Participant deferral / active EE | $1,446 | $2,611-44.6% | $3,609-59.9% | $3,169-54.4% |
| Admin fee / account holder | $284 | $413-31.3% | $4,904-94.2% | $479-40.8% |