Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,112 | $28,109+3.6% | $71,086-59.0% | $56,287-48.3% |
| Participation rate | 13.0% | 40.4%-27.4pp | 54.7%-41.6pp | 69.9%-56.8pp |
| Annual return | -5.43% | -615.05%+609.6pp | 650.59%-656.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $138 | $558-75.2% | $1,088-87.3% | $2,111-93.5% |
| Participant deferral / active EE | $513 | $1,116-54.0% | $1,874-72.6% | $3,350-84.7% |
| Admin fee / account holder | $245 | $585-58.1% | $3,082-92.1% | $521-53.0% |