Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 15 · EIN 84-0467907 | Recordkeeping | $9,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,838 | $56,095-45.0% | $178,510-82.7% | $90,274-65.8% |
| Participation rate | 41.5% | 65.6%-24.1pp | 81.9%-40.5pp | 73.4%-31.9pp |
| Annual return | 12.72% | 28.81%-16.1pp | 151.13%-138.4pp | 53.97%-41.2pp |
| Employer contribution / active EE | $474 | $1,572-69.9% | $5,011-90.5% | $2,523-81.2% |
| Participant deferral / active EE | $817 | $2,669-69.4% | $5,202-84.3% | $4,231-80.7% |
| Admin fee / account holder | $9 | $101-90.6% | $13,988-99.9% | $114-91.7% |