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 | $22,985 |
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 | $40,238 | $57,606-30.2% | $67,313-40.2% | $75,289-46.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -5.13% | -0.47%-4.7pp | -4.08%-1.1pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,452 | $2,206+11.2% | $2,566-4.4% | $2,405+2.0% |
| Participant deferral / active EE | $3,410 | $3,195+6.8% | $3,568-4.4% | $3,739-8.8% |
| Admin fee / account holder | $1 | $83-98.9% | $4,507-100.0% | $102-99.1% |