Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,835 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $8,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $7,664 | $37,245-79.4% | $94,993-91.9% | $77,958-90.2% |
| Participation rate | 49.6% | 56.5%-6.9pp | 73.9%-24.3pp | 71.6%-22.1pp |
| Annual return | 12.56% | 22.72%-10.2pp | 27.14%-14.6pp | 20.87%-8.3pp |
| Employer contribution / active EE | $451 | $894-49.6% | $2,603-82.7% | $2,310-80.5% |
| Participant deferral / active EE | $565 | $1,828-69.1% | $3,317-83.0% | $3,537-84.0% |
| Admin fee / account holder | $24 | $59-58.6% | $4,960-99.5% | $97-74.9% |