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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 | $107,782 |
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 | $328,499 | $120,450+172.7% | $159,495+106.0% | $93,010+253.2% |
| Participation rate | 89.2% | 78.0%+11.3pp | 82.8%+6.4pp | 73.9%+15.3pp |
| Annual return | 16.45% | 27.11%-10.7pp | 263.72%-247.3pp | 158.70%-142.3pp |
| Employer contribution / active EE | $5,285 | $3,526+49.9% | $4,831+9.4% | $2,705+95.4% |
| Participant deferral / active EE | $13,570 | $7,283+86.3% | $7,354+84.5% | $4,561+197.5% |
| Admin fee / account holder | $25 | $137-81.9% | $10,804-99.8% | $152-83.7% |