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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,743 | $75,183-69.8% | $123,894-81.6% | $55,167-58.8% |
| Participation rate | 44.7% | 72.8%-28.1pp | 81.4%-36.7pp | 69.0%-24.3pp |
| Annual return | 10.99% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,604 | $5,084+10.2% | $5,984-6.4% | $3,054+83.5% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |