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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,608 | $62,928+21.7% | $172,752-55.7% | $67,579+13.4% |
| Participation rate | 61.7% | 64.5%-2.7pp | 82.6%-20.9pp | 71.3%-9.5pp |
| Annual return | 28.48% | 30.36%-1.9pp | 802.97%-774.5pp | 378.56%-350.1pp |
| Employer contribution / active EE | $845 | $1,636-48.3% | $5,144-83.6% | $2,148-60.6% |
| Participant deferral / active EE | $2,125 | $2,145-0.9% | $5,198-59.1% | $3,539-40.0% |
| Admin fee / account holder | $189 | $167+13.5% | $13,955-98.6% | $142+32.9% |