Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 801110000 | Recordkeeping Fees | $6,350 |
Service code 13 · EIN 31-1424942 7723 TYLERS PLACE BLVD 103 · WEST CHESTER, OH 45069 | Contract Administrator | $1,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,197 | $36,916-69.7% | $156,551-92.8% | $57,658-80.6% |
| Participation rate | 12.4% | 63.4%-51.1pp | 84.0%-71.6pp | 70.2%-57.8pp |
| Annual return | 7.88% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $137 | $1,926-92.9% | $4,871-97.2% | $3,061-95.5% |
| Admin fee / account holder | $56 | $82-31.9% | $13,028-99.6% | $95-40.6% |