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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 64 · EIN 84-1455663 8515 E. ORCHARD ROAD · GREENWOOD VILL VILLAGE, CO 80111 | Recordkeeping Fees | $62,158 |
Employer 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.
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 | $13,018 | $88,122-85.2% | $141,191-90.8% | $67,579-80.7% |
| Participation rate | 81.3% | 76.5%+4.8pp | 82.5%-1.2pp | 71.3%+10.0pp |
| Annual return | 43.70% | 75.40%-31.7pp | 71.41%-27.7pp | 378.56%-334.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,662 | $5,958-5.0% | $6,710-15.6% | $3,539+60.0% |
| Admin fee / account holder | $142 | $131+8.2% | $10,264-98.6% | $142-0.5% |