Filed October 18, 2004
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 COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,326 |
Filed as: FLYNN & COMPANY PSC, INC. Service code 10 7800 E KEMPER RD · CINCINNATI, OH 45249 | Accounting | $14,200 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,095 | $84,940-63.4% | $111,306-72.1% | $79,389-60.8% |
| Participation rate | 32.3% | 75.9%-43.5pp | 77.3%-45.0pp | 70.7%-38.4pp |
| Annual return | 10.82% | 17.45%-6.6pp | 54.67%-43.9pp | 116.89%-106.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,483 | $3,889-61.9% | $4,488-66.9% | $4,046-63.3% |
| Admin fee / account holder | $624 | $537+16.1% | $7,966-92.2% | $626-0.4% |