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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,850 | $46,100-48.3% | $86,582-72.5% | $69,631-65.7% |
| Participation rate | 64.3% | 67.2%-2.9pp | 73.5%-9.2pp | 70.7%-6.4pp |
| Annual return | 8.84% | 21.02%-12.2pp | 965.08%-956.2pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $444 | $2,432-81.8% | $3,609-87.7% | $3,224-86.2% |
| Admin fee / account holder | $99 | $94+5.5% | $4,904-98.0% | $110-10.4% |