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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,000 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $9,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,974 | $73,863-54.0% | $143,797-76.4% | $68,490-50.4% |
| Participation rate | 52.2% | 66.7%-14.4pp | 80.3%-28.1pp | 67.9%-15.7pp |
| Annual return | -12.66% | 0.91%-13.6pp | -0.04%-12.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $797 | $3,185-75.0% | $4,952-83.9% | $2,597-69.3% |
| Participant deferral / active EE | $2,397 | $3,385-29.2% | $5,638-57.5% | $4,028-40.5% |
| Admin fee / account holder | $380 | $5,756-93.4% | $14,679-97.4% | $5,403-93.0% |