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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,390 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,795 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,326 | $41,281-36.2% | $109,313-75.9% | $57,658-54.3% |
| Participation rate | 25.2% | 59.3%-34.1pp | 71.3%-46.1pp | 70.2%-45.0pp |
| Annual return | 18.14% | 8.97%+9.2pp | 22.07%-3.9pp | 5.13%+13.0pp |
| Employer contribution / active EE | $762 | $1,201-36.5% | $3,892-80.4% | $1,974-61.4% |
| Participant deferral / active EE | $1,436 | $2,223-35.4% | $3,166-54.6% | $3,061-53.1% |
| Admin fee / account holder | $182 | $75+142.2% | $5,666-96.8% | $95+92.8% |