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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,587 |
Service code 55 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $16,154 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $5,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,925 | $77,677-10.0% | $109,173-35.9% | $79,391-11.9% |
| Participation rate | 68.8% | 67.8%+1.0pp | 75.9%-7.1pp | 70.7%-1.9pp |
| Annual return | 36.95% | 23.44%+13.5pp | 25.75%+11.2pp | 116.88%-79.9pp |
| Employer contribution / active EE | $1,938 | $2,798-30.7% | $3,723-47.9% | $2,428-20.2% |
| Participant deferral / active EE | $3,084 | $3,517-12.3% | $4,654-33.7% | $4,046-23.8% |
| Admin fee / account holder | $389 | $732-46.8% | $6,755-94.2% | $627-37.8% |