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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 | $17,028 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $8,532 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,203 |
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.
Annual investment return 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 | $14,975 | $35,986-58.4% | $77,552-80.7% | $73,497-79.6% |
| Participation rate | 33.6% | 40.8%-7.2pp | 54.2%-20.6pp | 70.7%-37.1pp |
| Annual return | 6.42% | 19.26%-12.8pp | 54.82%-48.4pp | 28.51%-22.1pp |
| Employer contribution / active EE | $85 | $557-84.7% | $987-91.3% | $2,270-96.2% |
| Participant deferral / active EE | $772 | $1,198-35.5% | $1,861-58.5% | $3,740-79.4% |
| Admin fee / account holder | $280 | $466-39.9% | $2,859-90.2% | $513-45.5% |