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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $22,307 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $300 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,426 | $66,431+24.1% | $109,916-25.0% | $85,851-4.0% |
| Participation rate | 86.2% | 63.9%+22.3pp | 74.2%+11.9pp | 69.3%+16.8pp |
| Annual return | 9.39% | 19.59%-10.2pp | 29.46%-20.1pp | 318.63%-309.2pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,385 | $2,844+19.0% | $4,047-16.4% | $3,952-14.3% |
| Admin fee / account holder | $427 | $4,559-90.6% | $6,069-93.0% | $6,261-93.2% |