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| Provider | Service type | Compensation |
|---|---|---|
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $15,219 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,291 | $54,245-64.4% | $93,727-79.4% | $77,762-75.2% |
| Participation rate | 52.3% | 63.9%-11.7pp | 68.7%-16.5pp | 70.6%-18.3pp |
| Annual return | 13.24% | 30.58%-17.3pp | 133.83%-120.6pp | 31.27%-18.0pp |
| Employer contribution / active EE | $508 | $1,168-56.5% | $2,421-79.0% | $2,728-81.4% |
| Participant deferral / active EE | $605 | $3,144-80.8% | $4,417-86.3% | $4,651-87.0% |
| Admin fee / account holder | $89 | $575-84.5% | $8,292-98.9% | $433-79.4% |