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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
PACKERLAND BROKERAGE SERVICES2+ years Service code 55 432 SECURITY BLVD. STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
THE VARGO COMPANY2+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $0 |
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.
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 | $30,764 | $74,089-58.5% | $133,975-77.0% | $55,167-44.2% |
| Participation rate | 69.4% | 84.3%-14.9pp | 87.1%-17.7pp | 69.0%+0.4pp |
| Annual return | 11.57% | 12.11%-0.5pp | 29.29%-17.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $2,163 | $3,064-29.4% | $5,211-58.5% | $1,963+10.2% |
| Participant deferral / active EE | $5,073 | $4,678+8.4% | $6,282-19.2% | $3,054+66.1% |
| Admin fee / account holder | $6 | $458-98.7% | $9,324-99.9% | $504-98.9% |