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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE 7 ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,178 | $72,404-40.4% | $110,243-60.8% | $64,173-32.7% |
| Participation rate | 84.1% | 73.3%+10.8pp | 79.8%+4.3pp | 69.6%+14.5pp |
| Annual return | -8.56% | -6.29%-2.3pp | 314.76%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,357 | $2,282-40.5% | $3,827-64.5% | $2,381-43.0% |
| Participant deferral / active EE | $2,355 | $3,469-32.1% | $4,672-49.6% | $3,470-32.1% |
| Admin fee / account holder | $303 | $5,664-94.6% | $8,548-96.5% | $4,887-93.8% |