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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 | $1,211 |
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 | $26,475 | $52,722-49.8% | $90,440-70.7% | $73,412-63.9% |
| Participation rate | 66.9% | 67.7%-0.9pp | 72.7%-5.8pp | 72.2%-5.3pp |
| Annual return | 4.68% | 20.70%-16.0pp | 1294.38%-1289.7pp | 59.30%-54.6pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,263-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $419 | $2,810-85.1% | $3,964-89.4% | $3,806-89.0% |
| Admin fee / account holder | $162 | $117+38.7% | $5,615-97.1% | $158+2.7% |