Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,646 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,129 | $46,182-47.8% | $170,435-85.8% | $69,634-65.3% |
| Participation rate | 62.9% | 63.9%-1.0pp | 83.6%-20.7pp | 70.7%-7.7pp |
| Annual return | 11.44% | 21.40%-10.0pp | 205.94%-194.5pp | 27572.26%-27560.8pp |
| Employer contribution / active EE | $778 | $1,610-51.7% | $5,432-85.7% | $2,032-61.7% |
| Participant deferral / active EE | $0 | $2,081-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $168 | $116+44.4% | $13,881-98.8% | $110+51.7% |