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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 | $1,750 |
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 | $26,569 | $54,237-51.0% | $90,300-70.6% | $67,579-60.7% |
| Participation rate | 56.8% | 68.6%-11.8pp | 73.3%-16.5pp | 71.3%-14.5pp |
| Annual return | 5.08% | 37.27%-32.2pp | 78.11%-73.0pp | 378.56%-373.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $339 | $2,625-87.1% | $3,884-91.3% | $3,539-90.4% |
| Admin fee / account holder | $164 | $123+33.1% | $5,353-96.9% | $142+15.4% |