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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GEAT-WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,754 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $150 |
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.
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 | $18,083 | $47,448-61.9% | $94,993-81.0% | $62,293-71.0% |
| Participation rate | 66.2% | 66.5%-0.3pp | 73.9%-7.7pp | 69.5%-3.3pp |
| Annual return | 24.73% | 22.64%+2.1pp | 27.14%-2.4pp | 28.90%-4.2pp |
| Employer contribution / active EE | $1,225 | $1,300-5.8% | $2,603-53.0% | $2,042-40.0% |
| Participant deferral / active EE | $1,859 | $2,375-21.7% | $3,317-44.0% | $3,169-41.3% |
| Admin fee / account holder | $144 | $434-66.8% | $4,960-97.1% | $479-69.9% |