See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,614 |
DA DAVIDSON & CO6+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $14,893 |
AMERIBEN6+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 3449 E COPPER POINT DR · MERIDIAN, ID 83642 | Contract Administrator | $4,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,317 | $54,590-33.5% | $81,930-55.7% | $73,488-50.6% |
| Participation rate | 49.7% | 68.3%-18.6pp | 72.0%-22.3pp | 70.7%-21.0pp |
| Annual return | 11.52% | 17.74%-6.2pp | 29.49%-18.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,017 | $1,636-37.9% | $4,310-76.4% | $2,270-55.2% |
| Participant deferral / active EE | $1,619 | $2,759-41.3% | $7,107-77.2% | $3,740-56.7% |
| Admin fee / account holder | $201 | $592-66.0% | $5,158-96.1% | $513-60.7% |