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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,686 |
Service code 13 · EIN 20-1734977 1250 BAYHILL DRIVE · SAN BRUNO, CA 94066 | Contract Administrator | $0 |
QUESTAR CAPITAL CORPORATION3+ years Filed as: QUESTAR CAPITAL CORP Service code 55 P.O. BOX 59177 · MINNEAPOLIS, MN 55459 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,402 | $80,753+215.0% | $136,294+86.7% | $62,292+308.4% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 18.65% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,525 | $5,164+65.1% | $6,247+36.5% | $3,169+169.0% |
| Admin fee / account holder | $692 | $525+31.7% | $9,243-92.5% | $479+44.4% |