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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $36,315 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,182 |
Service code 55 · EIN 74-2794194 | Other Commissions | $2,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,307 | $47,766+43.0% | $82,763-17.5% | $64,824+5.4% |
| Participation rate | 87.5% | 67.7%+19.8pp | 72.6%+14.9pp | 71.5%+16.0pp |
| Annual return | -13.75% | -13.06%-0.7pp | 702.45%-716.2pp | 32.84%-46.6pp |
| Employer contribution / active EE | $1,875 | $2,182-14.0% | $3,008-37.7% | $2,507-25.2% |
| Participant deferral / active EE | $3,988 | $3,332+19.7% | $4,395-9.3% | $4,311-7.5% |
| Admin fee / account holder | $168 | $143+17.7% | $5,325-96.8% | $188-10.4% |