Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,775 |
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,718 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,288 | $63,924-68.3% | $108,582-81.3% | $55,167-63.2% |
| Participation rate | 42.9% | 74.3%-31.5pp | 79.6%-36.7pp | 69.0%-26.1pp |
| Annual return | 6.02% | 15.31%-9.3pp | -51.70%+57.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $513 | $1,879-72.7% | $3,758-86.4% | $1,963-73.9% |
| Participant deferral / active EE | $1,561 | $3,067-49.1% | $4,311-63.8% | $3,054-48.9% |
| Admin fee / account holder | $83 | $618-86.5% | $7,645-98.9% | $504-83.4% |