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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $12,854 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,451 | $95,406+345.9% | $185,849+128.9% | $85,847+395.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.40% | 23.59%-12.2pp | 122.10%-110.7pp | 318.61%-307.2pp |
| Employer contribution / active EE | $10,382 | $3,314+213.3% | $5,169+100.9% | $2,565+304.7% |
| Participant deferral / active EE | $14 | $3,424-99.6% | $5,569-99.7% | $3,952-99.6% |
| Admin fee / account holder | $20,936 | $7,214+190.2% | $16,244+28.9% | $6,261+234.4% |