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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS., CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 15 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $37,117-100.0% | $147,618-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 84.6%-84.6pp | 69.2%-69.2pp |
| Annual return | -2.06% | 3.44%-5.5pp | 61.98%-64.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $517 | $1,620-68.1% | $5,565-90.7% | $1,899-72.8% |
| Participant deferral / active EE | $939 | $1,985-52.7% | $4,895-80.8% | $3,046-69.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |