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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,907 | $50,637-70.6% | $86,582-82.8% | $62,293-76.1% |
| Participation rate | 47.2% | 67.9%-20.7pp | 73.5%-26.4pp | 69.5%-22.3pp |
| Annual return | 20.88% | 20.80%+0.1pp | 965.08%-944.2pp | 28.90%-8.0pp |
| Employer contribution / active EE | $479 | $2,075-76.9% | $2,839-83.1% | $2,042-76.5% |
| Participant deferral / active EE | $1,075 | $2,611-58.8% | $3,609-70.2% | $3,169-66.1% |
| Admin fee / account holder | $1 | $413-99.7% | $4,904-100.0% | $479-99.7% |