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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 | $19,229 |
HANCOCK WHITNEY BANK3 years Filed as: WHITNEY BANK Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $10,032 |
SENTINEL PENSION LLC4 years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $8,717 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,642 | $58,895-42.9% | $178,503-81.2% | $73,497-54.2% |
| Participation rate | 36.8% | 66.2%-29.4pp | 81.9%-45.1pp | 70.7%-33.9pp |
| Annual return | 18.07% | 24.86%-6.8pp | 151.12%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $678 | $2,236-69.7% | $5,011-86.5% | $2,270-70.1% |
| Participant deferral / active EE | $1,294 | $2,567-49.6% | $5,202-75.1% | $3,740-65.4% |
| Admin fee / account holder | $362 | $400-9.5% | $13,987-97.4% | $513-29.3% |