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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $580 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DRIVE #300 · AKRON, OH 44333 | Other Commissions | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,467 | $41,317-23.8% | $85,969-63.4% | $55,191-43.0% |
| Participation rate | 21.1% | 54.5%-33.3pp | 76.5%-55.4pp | 69.2%-48.0pp |
| Annual return | -1.35% | 3.93%-5.3pp | 9.32%-10.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $377 | $1,198-68.5% | $3,474-89.1% | $1,899-80.1% |
| Participant deferral / active EE | $641 | $1,914-66.5% | $3,829-83.3% | $3,046-79.0% |
| Admin fee / account holder | $11 | $97-88.2% | $6,053-99.8% | $91-87.4% |