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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,424 |
MMA SECURITIES LLC1+ years Service code 60 | Sub-TA Fees | $2,869 |
SET AWAY LLC1+ years Service code 49 | Other Services | $1,414 |
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $149 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,765 | $65,453-59.1% | $86,691-69.1% | $66,930-60.0% |
| Participation rate | 60.2% | 75.5%-15.3pp | 76.6%-16.4pp | 69.8%-9.6pp |
| Annual return | 113.52% | -10.89%+124.4pp | 35.94%+77.6pp | 1.57%+111.9pp |
| Employer contribution / active EE | $1,292 | $2,154-40.0% | $2,837-54.5% | $2,545-49.2% |
| Participant deferral / active EE | $2,668 | $4,102-35.0% | $4,656-42.7% | $4,238-37.0% |
| Admin fee / account holder | $37 | $642-94.2% | $7,492-99.5% | $593-93.7% |