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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $3,068 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,660 | $58,655-58.0% | $91,994-73.2% | $65,185-62.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 22.51% | 33.92%-11.4pp | 69.03%-46.5pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,753 | $2,080+32.3% | $3,452-20.3% | $2,177+26.5% |
| Participant deferral / active EE | $1,768 | $5,474-67.7% | $5,923-70.2% | $3,514-49.7% |
| Admin fee / account holder | $33 | $434-92.3% | $7,743-99.6% | $847-96.1% |