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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 | $170,401 |
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 | $297,226 | $107,415+176.7% | $135,974+118.6% | $80,157+270.8% |
| Participation rate | 87.7% | 78.0%+9.7pp | 81.9%+5.8pp | 72.9%+14.8pp |
| Annual return | 18.22% | 91.99%-73.8pp | 68.30%-50.1pp | 40.39%-22.2pp |
| Employer contribution / active EE | $5,442 | $3,878+40.3% | $4,859+12.0% | $2,977+82.8% |
| Participant deferral / active EE | $14,341 | $8,189+75.1% | $7,760+84.8% | $5,015+186.0% |
| Admin fee / account holder | $39 | $127-69.6% | $10,767-99.6% | $145-73.3% |