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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $1,538 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,649 | $42,548-84.4% | $74,551-91.1% | $56,289-88.2% |
| Participation rate | 23.0% | 60.5%-37.5pp | 69.1%-46.2pp | 69.9%-46.9pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $743 | $2,277-67.4% | $3,108-76.1% | $3,350-77.8% |
| Admin fee / account holder | $61 | $467-87.0% | $5,059-98.8% | $521-88.3% |