Filed April 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,670 |
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $6,208 |
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.
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 | $11,805 | $37,196-68.3% | $154,108-92.3% | $55,725-78.8% |
| Participation rate | 52.1% | 64.1%-12.0pp | 83.0%-31.0pp | 70.9%-18.8pp |
| Annual return | 7.05% | 1319.68%-1312.6pp | 735.21%-728.2pp | 244.93%-237.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,599 | $2,068-22.7% | $5,081-68.5% | $3,356-52.4% |
| Admin fee / account holder | $102 | $102+0.4% | $13,411-99.2% | $115-11.5% |