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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $8,617 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $713 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,588 | $66,813-66.2% | $100,530-77.5% | $73,493-69.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 14.52% | 25.70%-11.2pp | 30.89%-16.4pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,645 | $2,147+69.8% | $3,418+6.6% | $2,270+60.6% |
| Participant deferral / active EE | $1,842 | $5,883-68.7% | $6,271-70.6% | $3,740-50.7% |
| Admin fee / account holder | $6 | $512-98.8% | $8,083-99.9% | $513-98.8% |