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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $43,440 |
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 | $13,481 | $60,788-77.8% | $85,705-84.3% | $79,389-83.0% |
| Participation rate | 93.8% | 62.1%+31.6pp | 69.9%+23.9pp | 70.7%+23.0pp |
| Annual return | 10.82% | 16.57%-5.8pp | 21.49%-10.7pp | 116.89%-106.1pp |
| Employer contribution / active EE | $635 | $1,664-61.8% | $2,619-75.7% | $2,428-73.8% |
| Participant deferral / active EE | $1,905 | $2,920-34.8% | $3,924-51.5% | $4,046-52.9% |
| Admin fee / account holder | $135 | $439-69.2% | $6,877-98.0% | $626-78.4% |