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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 | $18,011 |
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.
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 | $35,368 | $53,774-34.2% | $134,162-73.6% | $79,856-55.7% |
| Participation rate | 58.8% | 58.8%0pp | 72.2%-13.4pp | 69.6%-10.9pp |
| Annual return | -8.70% | 19.01%-27.7pp | 36.35%-45.0pp | 31.71%-40.4pp |
| Employer contribution / active EE | $310 | $1,322-76.6% | $3,705-91.6% | $2,471-87.5% |
| Participant deferral / active EE | $1,824 | $2,420-24.6% | $3,500-47.9% | $3,741-51.2% |
| Admin fee / account holder | $395 | $3,985-90.1% | $6,685-94.1% | $5,306-92.6% |