Filed December 3, 2014
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $48,270 |
ASCENSUS LLC4 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $30,553 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,704 | $48,406-84.1% | $104,614-92.6% | $90,274-91.5% |
| Participation rate | 55.5% | 64.3%-8.7pp | 74.1%-18.5pp | 73.4%-17.8pp |
| Annual return | 9.50% | 18.72%-9.2pp | 340.56%-331.1pp | 53.97%-44.5pp |
| Employer contribution / active EE | $502 | $1,115-55.0% | $2,681-81.3% | $2,523-80.1% |
| Participant deferral / active EE | $704 | $2,436-71.1% | $3,739-81.2% | $4,231-83.4% |
| Admin fee / account holder | $25 | $76-67.1% | $6,464-99.6% | $114-78.1% |