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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,545 |
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $6,126 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,072 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,011 | $84,482+35.0% | $125,363-9.1% | $66,930+70.3% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -18.53% | -8.49%-10.0pp | 572.15%-590.7pp | 1.57%-20.1pp |
| Employer contribution / active EE | $3,143 | $3,553-11.5% | $4,815-34.7% | $2,545+23.5% |
| Participant deferral / active EE | $8,752 | $6,782+29.1% | $7,447+17.5% | $4,238+106.5% |
| Admin fee / account holder | $481 | $685-29.8% | $10,005-95.2% | $593-19.0% |