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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,569 |
INDEPENDENT FINANCIAL GROUP LLC5+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $7,943 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,613 | $31,679-50.7% | $74,723-79.1% | $65,186-76.0% |
| Participation rate | 27.9% | 40.4%-12.4pp | 54.5%-26.5pp | 70.2%-42.3pp |
| Annual return | 19.40% | 39.04%-19.6pp | 753.18%-733.8pp | 29.39%-10.0pp |
| Employer contribution / active EE | $63 | $566-88.9% | $1,084-94.2% | $2,177-97.1% |
| Participant deferral / active EE | $513 | $1,191-56.9% | $1,962-73.9% | $3,514-85.4% |
| Admin fee / account holder | $294 | $379-22.5% | $3,335-91.2% | $847-65.4% |