Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREATWEST LIFE & ANNUITY INS, CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $96,841 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $74,603 | $52,293+42.7% | $178,503-58.2% | $73,412+1.6% |
| Participation rate | 70.6% | 65.3%+5.2pp | 81.9%-11.3pp | 72.2%-1.6pp |
| Annual return | 5.66% | 34.75%-29.1pp | 151.12%-145.5pp | 59.30%-53.6pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,552 | $2,333+9.4% | $5,202-50.9% | $3,806-32.9% |
| Admin fee / account holder | $164 | $127+28.9% | $13,987-98.8% | $158+4.0% |