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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $392 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $313 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,437 | $42,772+15.6% | $87,502-43.5% | $55,167-10.4% |
| Participation rate | 56.9% | 66.5%-9.6pp | 73.8%-17.0pp | 69.0%-12.1pp |
| Annual return | -0.04% | 21.20%-21.2pp | 12.21%-12.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $155 | $1,277-87.8% | $2,550-93.9% | $1,963-92.1% |
| Participant deferral / active EE | $3,091 | $2,342+32.0% | $3,149-1.8% | $3,054+1.2% |
| Admin fee / account holder | $331 | $461-28.2% | $4,221-92.2% | $504-34.3% |