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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,032 |
Filed as: MML INVESTORS SERVICES, LLC Service code 70 1295 STATE STREET · SPRINGFIELD, MA 01111 | Consulting Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $80,722 | $42,909+88.1% | $60,906+32.5% | $68,486+17.9% |
| Participation rate | 43.3% | 66.8%-23.5pp | 73.1%-29.8pp | 67.9%-24.6pp |
| Annual return | -12.69% | -13.99%+1.3pp | 16.94%-29.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,836 | $2,866-36.0% | $3,814-51.9% | $4,028-54.4% |
| Admin fee / account holder | $215 | $3,104-93.1% | $3,227-93.3% | $5,404-96.0% |