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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,540 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,454 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,775 | $71,142-62.4% | $119,622-77.6% | $64,819-58.7% |
| Participation rate | 33.9% | 78.6%-44.8pp | 79.3%-45.4pp | 71.5%-37.6pp |
| Annual return | -10.71% | -10.01%-0.7pp | -14.98%+4.3pp | 32.84%-43.5pp |
| Employer contribution / active EE | $839 | $2,497-66.4% | $4,232-80.2% | $2,507-66.5% |
| Participant deferral / active EE | $1,926 | $4,490-57.1% | $5,601-65.6% | $4,311-55.3% |
| Admin fee / account holder | $14 | $162-91.6% | $10,328-99.9% | $188-92.8% |