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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $82,195 |
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $63,614 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $969,422 | $106,236+812.5% | $112,249+763.6% | $64,819+1395.6% |
| Participation rate | 8.2% | 71.7%-63.5pp | 75.1%-66.9pp | 71.5%-63.3pp |
| Annual return | -14.70% | -6.02%-8.7pp | 27.48%-42.2pp | 32.84%-47.5pp |
| Employer contribution / active EE | $2,276 | $3,166-28.1% | $3,636-37.4% | $2,507-9.2% |
| Participant deferral / active EE | $4,180 | $3,785+10.4% | $4,729-11.6% | $4,311-3.0% |
| Admin fee / account holder | $2,312 | $452+411.9% | $6,412-63.9% | $188+1130.9% |