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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS CO INC Service code 99 PO BOX 1806 · GREEN BAY, WI 54305 | Other Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,879 | $46,732-46.8% | $156,551-84.1% | $55,167-54.9% |
| Participation rate | 15.0% | 65.8%-50.8pp | 84.0%-69.0pp | 69.0%-54.0pp |
| Annual return | 5.06% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $143 | $2,105-93.2% | $5,501-97.4% | $1,963-92.7% |
| Participant deferral / active EE | $414 | $2,204-81.2% | $4,871-91.5% | $3,054-86.5% |
| Admin fee / account holder | $13 | $418-96.9% | $13,028-99.9% | $504-97.4% |