Filed March 11, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,427 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $48,583 |
CROWE LLP1 year Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $24,135 |
Filed as: GREAT-WEST LIFE & INS CO Service code 15 | Recordkeeping | $0 |
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 | $83,078 | $82,546+0.6% | $140,019-40.7% | $75,289+10.3% |
| Participation rate | 95.3% | 88.4%+6.9pp | 87.5%+7.8pp | 72.4%+22.9pp |
| Annual return | 14.16% | -0.36%+14.5pp | 651.17%-637.0pp | -0.04%+14.2pp |
| Employer contribution / active EE | $3,299 | $3,856-14.5% | $5,605-41.2% | $2,405+37.2% |
| Participant deferral / active EE | $5,709 | $5,731-0.4% | $6,927-17.6% | $3,739+52.7% |
| Admin fee / account holder | $127 | $86+47.9% | $10,705-98.8% | $102+24.0% |