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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,719 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 2245 TEXAS DRIVE · SUGARLAND, TX 77479 | Advisory (Plan) | $11,377 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,402 | $52,293-78.2% | $178,499-93.6% | $73,412-84.5% |
| Participation rate | 86.4% | 65.3%+21.1pp | 81.9%+4.5pp | 72.2%+14.3pp |
| Annual return | 19.21% | 34.75%-15.5pp | 151.10%-131.9pp | 59.30%-40.1pp |
| Employer contribution / active EE | $1,075 | $1,735-38.1% | $5,011-78.5% | $2,234-51.9% |
| Participant deferral / active EE | $1,424 | $2,332-39.0% | $5,202-72.6% | $3,806-62.6% |
| Admin fee / account holder | $107 | $127-16.2% | $13,986-99.2% | $158-32.4% |