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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,603 | $228,395-72.6% | $185,861-66.3% | $158,982-60.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.25% | 40.82%-26.6pp | 35.96%-21.7pp | 302.99%-288.7pp |
| Employer contribution / active EE | $5,528 | $4,968+11.3% | $4,088+35.2% | $4,763+16.1% |
| Participant deferral / active EE | $5,422 | $6,417-15.5% | $5,634-3.8% | $5,983-9.4% |
| Admin fee / account holder | $10,884 | $11,869-8.3% | $9,503+14.5% | $11,252-3.3% |