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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,932 |
Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,392 |
Service code 12 PO BOX 3789 · LITTLETON, CO 80161 | Claims processing; Contract Administr... | $14,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,990 | $56,540-25.7% | $185,849-77.4% | $86,821-51.6% |
| Participation rate | 32.2% | 65.5%-33.4pp | 81.7%-49.6pp | 72.3%-40.1pp |
| Annual return | 12.82% | 118.20%-105.4pp | 122.10%-109.3pp | 97.94%-85.1pp |
| Employer contribution / active EE | $382 | $1,844-79.3% | $5,169-92.6% | $2,406-84.1% |
| Participant deferral / active EE | $1,668 | $2,555-34.7% | $5,569-70.0% | $4,132-59.6% |
| Admin fee / account holder | $280 | $150+86.9% | $16,244-98.3% | $170+64.9% |