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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JONES CPA GROUP Service code 10 749 BOUSH STREET · NORFOLK, VA 23510 | Accounting | $17,100 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 · EIN 84-0467907 | Direct Payment | $6,529 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,084 | $56,972-68.3% | $182,532-90.1% | $65,185-72.3% |
| Participation rate | 36.8% | 66.5%-29.7pp | 78.0%-41.1pp | 70.2%-33.4pp |
| Annual return | 16.83% | 27.67%-10.8pp | 148.54%-131.7pp | 29.38%-12.6pp |
| Employer contribution / active EE | $575 | $1,615-64.4% | $4,076-85.9% | $2,177-73.6% |
| Participant deferral / active EE | $894 | $3,526-74.6% | $5,524-83.8% | $3,514-74.6% |
| Admin fee / account holder | $386 | $528-26.8% | $8,592-95.5% | $847-54.4% |