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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,906 |
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.
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 | $25,731 | $54,320-52.6% | $67,652-62.0% | $52,331-50.8% |
| Participation rate | 28.6% | 73.6%-45.0pp | 75.7%-47.1pp | 68.1%-39.5pp |
| Annual return | 3.41% | 6.81%-3.4pp | 6625.40%-6622.0pp | 4.54%-1.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,042 | $2,950-64.7% | $3,560-70.7% | $3,022-65.5% |
| Admin fee / account holder | $174 | $527-66.9% | $4,821-96.4% | $592-70.5% |