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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 | $965 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,125 | $73,638-65.9% | $95,964-73.8% | $73,497-65.8% |
| Participation rate | 66.0% | 76.2%-10.2pp | 77.1%-11.1pp | 70.7%-4.7pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.64%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,873 | $1,863+0.5% | $2,541-26.3% | $2,270-17.5% |
| Participant deferral / active EE | $3,141 | $3,617-13.2% | $4,167-24.6% | $3,740-16.0% |
| Admin fee / account holder | $13 | $482-97.3% | $6,797-99.8% | $513-97.4% |