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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE INS. & ANNUITY CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $100 |
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 | $64,297 | $23,224+176.8% | $71,089-9.6% | $55,725+15.4% |
| Participation rate | 15.4% | 37.9%-22.5pp | 54.6%-39.3pp | 70.9%-55.5pp |
| Annual return | -5.97% | -2.87%-3.1pp | 650.65%-656.6pp | 244.93%-250.9pp |
| Employer contribution / active EE | $505 | $436+15.8% | $1,088-53.6% | $2,078-75.7% |
| Participant deferral / active EE | $870 | $929-6.4% | $1,873-53.6% | $3,356-74.1% |
| Admin fee / account holder | $10 | $118-91.5% | $3,082-99.7% | $115-91.3% |