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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-2219855 | Advisory (Plan) | $11,875 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,907 | $52,467-27.8% | $57,196-33.7% | $55,167-31.3% |
| Participation rate | 52.9% | 75.8%-23.0pp | 75.3%-22.5pp | 69.0%-16.1pp |
| Annual return | 6.76% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,005 | $2,477-59.4% | $2,683-62.5% | $1,963-48.8% |
| Participant deferral / active EE | $1,746 | $2,830-38.3% | $3,096-43.6% | $3,054-42.8% |
| Admin fee / account holder | $34 | $269-87.3% | $3,141-98.9% | $504-93.2% |