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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8583 154TH AVE NE · REDMOND, WA 98052 | Contract Administrator | $16,100 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $11,542 | $58,726-80.3% | $92,240-87.5% | $62,293-81.5% |
| Participation rate | 44.6% | 68.3%-23.7pp | 76.5%-31.8pp | 69.5%-24.9pp |
| Annual return | 15.51% | 43.62%-28.1pp | 176.29%-160.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $14,772 | $2,392+517.6% | $3,680+301.4% | $2,042+623.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $51 | $556-90.8% | $5,194-99.0% | $479-89.3% |