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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,746 |
ACTUARIAL BENEFITS CORP5 years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE SUITE 300 · TORRANCE, CA 90503 | Contract Administrator | $12,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,981 | $47,898-33.2% | $117,533-72.8% | $64,819-50.7% |
| Participation rate | 41.1% | 61.9%-20.8pp | 70.6%-29.5pp | 71.5%-30.4pp |
| Annual return | -14.08% | -15.54%+1.5pp | 29.77%-43.8pp | 32.84%-46.9pp |
| Employer contribution / active EE | $372 | $1,774-79.1% | $4,179-91.1% | $2,507-85.2% |
| Participant deferral / active EE | $2,934 | $3,151-6.9% | $4,072-27.9% | $4,311-31.9% |
| Admin fee / account holder | $154 | $132+16.5% | $5,647-97.3% | $188-18.2% |