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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,516 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,391 | $56,540-35.6% | $185,849-80.4% | $86,821-58.1% |
| Participation rate | 7.1% | 65.5%-58.4pp | 81.7%-74.6pp | 72.3%-65.2pp |
| Annual return | 15.71% | 118.20%-102.5pp | 122.10%-106.4pp | 97.94%-82.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $685 | $2,555-73.2% | $5,569-87.7% | $4,132-83.4% |
| Admin fee / account holder | $149 | $150-0.2% | $16,244-99.1% | $170-11.9% |