Filed March 4, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 64 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,565 |
Service code 15 | Recordkeeping | $0 |
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 | $43,566 | $65,292-33.3% | $71,671-39.2% | $77,958-44.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 68.7%+31.3pp | 71.6%+28.4pp |
| Annual return | 17.27% | 21.25%-4.0pp | 20.65%-3.4pp | 20.87%-3.6pp |
| Employer contribution / active EE | $1,939 | $2,085-7.0% | $2,460-21.2% | $2,310-16.1% |
| Participant deferral / active EE | $3,026 | $3,008+0.6% | $3,438-12.0% | $3,537-14.4% |
| Admin fee / account holder | $3 | $84-96.8% | $5,558-100.0% | $97-97.2% |