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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,377 |
Service code 55 29 SAWYER ROAD · WALTHAM, MA 024533483 | Other Commissions | $10,035 |
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 | $46,967 | $60,165-21.9% | $74,184-36.7% | $55,167-14.9% |
| Participation rate | 90.2% | 74.2%+16.0pp | 76.6%+13.6pp | 69.0%+21.2pp |
| Annual return | 6.33% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,031 | $1,600-35.6% | $2,370-56.5% | $1,963-47.5% |
| Participant deferral / active EE | $2,917 | $2,973-1.9% | $3,550-17.8% | $3,054-4.5% |
| Admin fee / account holder | $180 | $419-57.1% | $5,586-96.8% | $504-64.3% |