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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $5,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,304 | $55,453-16.5% | $170,435-72.8% | $62,293-25.7% |
| Participation rate | 68.2% | 66.4%+1.8pp | 83.6%-15.4pp | 69.5%-1.3pp |
| Annual return | 12.95% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $751 | $2,164-65.3% | $5,432-86.2% | $2,042-63.2% |
| Participant deferral / active EE | $1,128 | $2,303-51.0% | $4,939-77.2% | $3,169-64.4% |
| Admin fee / account holder | $52 | $455-88.5% | $13,881-99.6% | $479-89.1% |