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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,283 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,413 | $55,636+1.4% | $81,988-31.2% | $73,493-23.2% |
| Participation rate | 92.1% | 62.3%+29.8pp | 69.3%+22.9pp | 70.7%+21.4pp |
| Annual return | 10.71% | 19.07%-8.4pp | 41.31%-30.6pp | 28.51%-17.8pp |
| Employer contribution / active EE | $640 | $1,625-60.6% | $2,498-74.4% | $2,270-71.8% |
| Participant deferral / active EE | $3,677 | $2,762+33.1% | $3,722-1.2% | $3,740-1.7% |
| Admin fee / account holder | $53 | $493-89.2% | $5,665-99.1% | $513-89.6% |