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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $9,108 | $91,198-90.0% | $178,503-94.9% | $79,856-88.6% |
| Participation rate | 60.4% | 69.2%-8.8pp | 81.9%-21.5pp | 69.6%-9.2pp |
| Annual return | 93.34% | 24.20%+69.1pp | 151.12%-57.8pp | 31.71%+61.6pp |
| Employer contribution / active EE | $6,124 | $3,257+88.0% | $5,011+22.2% | $2,471+147.8% |
| Participant deferral / active EE | $12,821 | $3,237+296.2% | $5,202+146.5% | $3,741+242.8% |
| Admin fee / account holder | $8 | $6,748-99.9% | $13,987-99.9% | $5,306-99.9% |