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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE INS. & ANNUITY CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,091 | $22,714+142.5% | $59,496-7.4% | $55,191-0.2% |
| Participation rate | 13.3% | 37.5%-24.2pp | 54.6%-41.3pp | 69.2%-55.9pp |
| Annual return | 1.64% | -44.01%+45.6pp | 182.05%-180.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $457 | $418+9.4% | $1,153-60.4% | $1,899-75.9% |
| Participant deferral / active EE | $838 | $843-0.6% | $1,829-54.2% | $3,046-72.5% |
| Admin fee / account holder | $8 | $83-90.7% | $2,232-99.7% | $91-91.5% |