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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 | $3,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,679 | $58,493-81.7% | $84,023-87.3% | $72,976-85.4% |
| Participation rate | 40.2% | 61.2%-21.0pp | 69.0%-28.8pp | 69.5%-29.2pp |
| Annual return | 39.12% | 28.93%+10.2pp | 71.32%-32.2pp | 81.02%-41.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,802 | $2,394+100.6% | $3,239+48.2% | $3,608+33.1% |
| Admin fee / account holder | $185 | $4,569-96.0% | $6,102-97.0% | $5,124-96.4% |