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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT- WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,232 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,221 | $45,825-27.5% | $90,657-63.4% | $56,287-41.0% |
| Participation rate | 27.5% | 66.7%-39.2pp | 74.0%-46.5pp | 69.9%-42.4pp |
| Annual return | -7.00% | 38.64%-45.6pp | 1.89%-8.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $545 | $1,372-60.2% | $2,532-78.5% | $2,111-74.2% |
| Participant deferral / active EE | $982 | $2,562-61.7% | $3,424-71.3% | $3,350-70.7% |
| Admin fee / account holder | $287 | $413-30.6% | $4,994-94.3% | $521-45.0% |