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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,524 |
Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,706 |
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.
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 | $27,606 | $155,795-82.3% | $136,298-79.7% | $69,631-60.4% |
| Participation rate | 46.3% | 75.2%-28.9pp | 81.9%-35.6pp | 70.7%-24.4pp |
| Annual return | 30.87% | 232464.33%-232433.5pp | 5156.27%-5125.4pp | 27571.02%-27540.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,893 | $5,394-9.3% | $6,247-21.7% | $3,224+51.8% |
| Admin fee / account holder | $197 | $128+54.0% | $9,244-97.9% | $110+78.8% |