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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 | $61,395 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,380 | $58,726+379.1% | $92,240+205.1% | $62,293+351.7% |
| Participation rate | 89.9% | 68.3%+21.6pp | 76.5%+13.5pp | 69.5%+20.4pp |
| Annual return | 26.70% | 43.62%-16.9pp | 176.29%-149.6pp | 28.90%-2.2pp |
| Employer contribution / active EE | $11,790 | $2,392+392.9% | $3,680+220.4% | $2,042+477.3% |
| Participant deferral / active EE | $9,831 | $2,766+255.5% | $3,897+152.3% | $3,169+210.2% |
| Admin fee / account holder | $414 | $556-25.5% | $5,194-92.0% | $479-13.6% |