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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,587 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,938 |
RONALD BLUE & COMPANY1 year Filed as: RONALD D. NODLER Service code 53 2301 ELMEN ST. · HOUSTON, TX 71352 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,552 | $37,393+45.9% | $77,024-29.2% | $66,914-18.5% |
| Participation rate | 27.6% | 52.9%-25.2pp | 67.9%-40.3pp | 69.8%-42.2pp |
| Annual return | -16.73% | -3.29%-13.4pp | 42.32%-59.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,290 | $2,617-50.7% | $4,426-70.9% | $4,237-69.6% |
| Admin fee / account holder | $260 | $567-54.1% | $5,425-95.2% | $593-56.2% |