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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,794 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,681 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $14,616 | $78,275-81.3% | $109,173-86.6% | $86,821-83.2% |
| Participation rate | 60.2% | 73.8%-13.6pp | 75.9%-15.6pp | 72.3%-12.1pp |
| Annual return | 18.17% | 19.14%-1.0pp | 25.75%-7.6pp | 97.94%-79.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,523 | $3,641-30.7% | $4,654-45.8% | $4,132-38.9% |
| Admin fee / account holder | $186 | $198-6.2% | $6,755-97.2% | $170+9.8% |