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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,990 | $46,732-44.4% | $156,551-83.4% | $55,167-52.9% |
| Participation rate | 42.5% | 65.8%-23.3pp | 84.0%-41.5pp | 69.0%-26.5pp |
| Annual return | -1.84% | 17.72%-19.6pp | 32.23%-34.1pp | 169.23%-171.1pp |
| Employer contribution / active EE | $1,069 | $2,105-49.2% | $5,501-80.6% | $1,963-45.5% |
| Participant deferral / active EE | $2,150 | $2,204-2.5% | $4,871-55.9% | $3,054-29.6% |
| Admin fee / account holder | $234 | $418-44.1% | $13,028-98.2% | $504-53.6% |