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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 · EIN 84-0467907 | Direct Payment | $9,365 |
Filed as: JONES CPA GROUP Service code 10 749 BOUSH STREET · NORFOLK, VA 23510 | Accounting | $9,150 |
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 | $19,004 | $62,132-69.4% | $185,823-89.8% | $73,488-74.1% |
| Participation rate | 38.9% | 67.8%-28.9pp | 78.0%-39.1pp | 70.7%-31.7pp |
| Annual return | 8.09% | 20.44%-12.3pp | 35.95%-27.9pp | 28.51%-20.4pp |
| Employer contribution / active EE | $532 | $1,681-68.3% | $4,087-87.0% | $2,270-76.5% |
| Participant deferral / active EE | $734 | $3,711-80.2% | $5,632-87.0% | $3,740-80.4% |
| Admin fee / account holder | $359 | $419-14.3% | $9,500-96.2% | $513-30.1% |