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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS COMP Service code 64 1815 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80110 | Recordkeeping Fees | $3,305 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,735 | $98,766-83.1% | $149,730-88.8% | $79,852-79.0% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.6pp |
| Annual return | 9.32% | 27.43%-18.1pp | 276.70%-267.4pp | 31.72%-22.4pp |
| Employer contribution / active EE | $3,261 | $3,217+1.4% | $4,645-29.8% | $2,471+32.0% |
| Participant deferral / active EE | $3,647 | $5,681-35.8% | $6,843-46.7% | $3,740-2.5% |
| Admin fee / account holder | $126 | $6,052-97.9% | $9,310-98.6% | $5,306-97.6% |