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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 | $6,077 |
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 | $33,004 | $59,191-44.2% | $76,767-57.0% | $56,289-41.4% |
| Participation rate | 15.2% | 75.2%-60.0pp | 77.0%-61.7pp | 69.9%-54.6pp |
| Annual return | -6.65% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $672 | $3,255-79.3% | $3,852-82.5% | $3,350-79.9% |
| Admin fee / account holder | $218 | $489-55.3% | $6,675-96.7% | $521-58.1% |