Filed September 19, 2022 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $157,686 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $66,991 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $24,609 |
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 | $58,700 | $37,203+57.8% | $154,110-61.9% | $55,727+5.3% |
| Participation rate | 99.0% | 64.1%+34.9pp | 83.0%+15.9pp | 70.9%+28.1pp |
| Annual return | -4.96% | 1320.03%-1325.0pp | 735.22%-740.2pp | 244.94%-249.9pp |
| Employer contribution / active EE | $3,517 | $1,614+117.8% | $5,298-33.6% | $2,078+69.2% |
| Participant deferral / active EE | $6,172 | $2,069+198.4% | $5,081+21.5% | $3,356+83.9% |
| Admin fee / account holder | $200 | $102+96.7% | $13,412-98.5% | $115+73.6% |