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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $87,960 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,566 |
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).
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 | $130,970 | $87,125+50.3% | $108,405+20.8% | $86,821+50.8% |
| Participation rate | 77.3% | 80.5%-3.3pp | 80.1%-2.9pp | 72.3%+5.0pp |
| Annual return | 13.16% | 25.21%-12.0pp | 905.55%-892.4pp | 97.94%-84.8pp |
| Employer contribution / active EE | $3,638 | $2,477+46.8% | $3,559+2.2% | $2,406+51.2% |
| Participant deferral / active EE | $6,258 | $6,944-9.9% | $6,563-4.6% | $4,132+51.5% |
| Admin fee / account holder | $431 | $130+231.1% | $7,297-94.1% | $170+154.2% |