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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,264 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,829 | $57,384-23.6% | $106,387-58.8% | $56,287-22.1% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.5%+22.5pp | 69.9%+30.1pp |
| Annual return | 1220.44% | 5.91%+1214.5pp | 0.25%+1220.2pp | -9.96%+1230.4pp |
| Employer contribution / active EE | $5,968 | $2,348+154.2% | $3,520+69.6% | $2,111+182.7% |
| Participant deferral / active EE | $6,587 | $3,799+73.4% | $5,421+21.5% | $3,350+96.6% |
| Admin fee / account holder | $72 | $566-87.3% | $7,510-99.0% | $521-86.2% |