Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,817 | $56,171-36.2% | $108,745-67.1% | $55,167-35.1% |
| Participation rate | 36.0% | 70.7%-34.7pp | 77.7%-41.7pp | 69.0%-33.0pp |
| Annual return | 5.50% | 214.86%-209.4pp | 46.22%-40.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $3,323-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,067 | $3,437-68.9% | $5,121-79.2% | $3,054-65.1% |
| Admin fee / account holder | $156 | $302-48.2% | $6,144-97.5% | $504-69.0% |