Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,223 | $42,772-31.7% | $87,502-66.6% | $55,167-47.0% |
| Participation rate | 39.5% | 66.5%-27.0pp | 73.8%-34.3pp | 69.0%-29.5pp |
| Annual return | 5.54% | 21.20%-15.7pp | 12.21%-6.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $56 | $1,277-95.6% | $2,550-97.8% | $1,963-97.1% |
| Participant deferral / active EE | $1,121 | $2,342-52.2% | $3,149-64.4% | $3,054-63.3% |
| Admin fee / account holder | $2 | $461-99.5% | $4,221-100.0% | $504-99.6% |