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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,977 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,241 | $38,969+0.7% | $109,313-64.1% | $55,167-28.9% |
| Participation rate | 51.9% | 58.2%-6.4pp | 71.3%-19.4pp | 69.0%-17.1pp |
| Annual return | -2.99% | 8.26%-11.2pp | 22.07%-25.1pp | 169.23%-172.2pp |
| Employer contribution / active EE | $286 | $1,227-76.7% | $3,892-92.7% | $1,963-85.4% |
| Participant deferral / active EE | $1,885 | $2,176-13.3% | $3,166-40.5% | $3,054-38.3% |
| Admin fee / account holder | $341 | $501-32.0% | $5,666-94.0% | $504-32.3% |