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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,650 | $36,916+50.7% | $156,551-64.5% | $57,658-3.5% |
| Participation rate | 75.7% | 63.4%+12.3pp | 84.0%-8.3pp | 70.2%+5.5pp |
| Annual return | 11.83% | 12.38%-0.5pp | 32.23%-20.4pp | 5.13%+6.7pp |
| Employer contribution / active EE | $1,229 | $1,571-21.8% | $5,501-77.7% | $1,974-37.7% |
| Participant deferral / active EE | $2,975 | $1,926+54.5% | $4,871-38.9% | $3,061-2.8% |
| Admin fee / account holder | $142 | $82+72.2% | $13,028-98.9% | $95+50.2% |