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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,082 |
THE LEADERS GROUP INC1+ years Filed as: THE LEADERS GROUP, INC. Service code 55 | Other Commissions | $7,605 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION SERVICES INC Service code 13 · EIN 34-1343917 3361 EXECUTIVE PARKWAY, SUITE 301 · TOLEDO, OH 43606 | Contract Administrator | $920 |
THE LEADERS GROUP INC1+ years Filed as: THE LEADERS GROUP Service code 55 26 W DRY CREEK CIRCLE, #575 · LITTLETON, CO 80120 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,236 | $69,305-72.2% | $82,313-76.6% | $69,631-72.4% |
| Participation rate | 37.7% | 80.3%-42.5pp | 76.9%-39.2pp | 70.7%-33.0pp |
| Annual return | 61.55% | 21.47%+40.1pp | 25.88%+35.7pp | 27571.02%-27509.5pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $699 | $3,568-80.4% | $3,706-81.1% | $3,224-78.3% |
| Admin fee / account holder | $105 | $97+8.1% | $5,608-98.1% | $110-4.9% |