Filed February 1, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,870 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,862 | $121,341-67.1% | $189,537-79.0% | $79,391-49.8% |
| Participation rate | 77.9% | 86.1%-8.3pp | 87.8%-10.0pp | 70.7%+7.1pp |
| Annual return | 15.43% | 21.08%-5.7pp | 555.34%-539.9pp | 116.88%-101.5pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,161-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,516 | $6,395-45.0% | $8,220-57.2% | $4,046-13.1% |
| Admin fee / account holder | $31 | $651-95.2% | $12,048-99.7% | $627-95.1% |