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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,686 |
PBMARES, LLP3+ years Service code 10 · EIN 54-0737372 | Accounting | $8,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,259 | $44,873-39.3% | $79,467-65.7% | $56,289-51.6% |
| Participation rate | 51.2% | 68.7%-17.5pp | 73.3%-22.1pp | 69.9%-18.7pp |
| Annual return | 6.88% | 0.81%+6.1pp | 718.30%-711.4pp | -9.96%+16.8pp |
| Employer contribution / active EE | $371 | $2,140-82.6% | $2,800-86.7% | $2,111-82.4% |
| Participant deferral / active EE | $1,465 | $2,746-46.6% | $3,704-60.4% | $3,350-56.3% |
| Admin fee / account holder | $314 | $418-25.0% | $5,104-93.9% | $521-39.8% |