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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,648 | $37,117-1.3% | $147,617-75.2% | $55,191-33.6% |
| Participation rate | 50.4% | 63.6%-13.2pp | 84.6%-34.2pp | 69.2%-18.7pp |
| Annual return | 2.47% | 3.44%-1.0pp | 61.98%-59.5pp | 10.78%-8.3pp |
| Employer contribution / active EE | $705 | $1,620-56.5% | $5,564-87.3% | $1,899-62.9% |
| Participant deferral / active EE | $2,308 | $1,985+16.2% | $4,895-52.9% | $3,046-24.2% |
| Admin fee / account holder | $0 | $86-99.7% | $11,612-100.0% | $91-99.7% |