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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $12,783 |
WIPFLI LLP2+ years Service code 13 · EIN 39-0758449 11 SCOTT STREET · WAUSAU, WI 54403 | Contract Administrator | $9,021 |
DA DAVIDSON & CO2+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,003 | $64,909-89.2% | $82,312-91.5% | $62,293-88.8% |
| Participation rate | 62.6% | 74.9%-12.2pp | 76.9%-14.3pp | 69.5%-6.9pp |
| Annual return | 18.10% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $677 | $1,676-59.6% | $2,428-72.1% | $2,042-66.8% |
| Participant deferral / active EE | $1,809 | $3,103-41.7% | $3,706-51.2% | $3,169-42.9% |
| Admin fee / account holder | $83 | $440-81.0% | $5,608-98.5% | $479-82.6% |