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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,206 |
HANCOCK WHITNEY BANK2 years Filed as: WHITNEY BANK Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $7,904 |
SENTINEL PENSION LLC3 years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $5,505 |
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 | $28,656 | $52,967-45.9% | $172,753-83.4% | $65,186-56.0% |
| Participation rate | 39.9% | 66.2%-26.3pp | 82.6%-42.8pp | 70.2%-30.3pp |
| Annual return | 23.55% | 30.12%-6.6pp | 803.00%-779.5pp | 29.39%-5.8pp |
| Employer contribution / active EE | $728 | $2,190-66.8% | $5,144-85.8% | $2,177-66.6% |
| Participant deferral / active EE | $1,516 | $2,471-38.6% | $5,198-70.8% | $3,514-56.9% |
| Admin fee / account holder | $245 | $472-48.1% | $13,956-98.2% | $847-71.1% |