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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,713 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,255 | $101,523+147.5% | $141,200+77.9% | $77,775+223.1% |
| Participation rate | 88.9% | 77.4%+11.6pp | 82.5%+6.5pp | 73.2%+15.7pp |
| Annual return | 23.32% | 56.22%-32.9pp | 71.41%-48.1pp | 32.58%-9.3pp |
| Employer contribution / active EE | $4,843 | $3,341+44.9% | $4,736+2.2% | $2,504+93.4% |
| Participant deferral / active EE | $11,655 | $6,434+81.2% | $6,710+73.7% | $3,966+193.9% |
| Admin fee / account holder | $21 | $92-76.5% | $10,265-99.8% | $100-78.5% |