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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,953 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $75,769 | $80,211-5.5% | $74,184+2.1% | $63,975+18.4% |
| Participation rate | 95.5% | 84.2%+11.3pp | 76.6%+18.9pp | 71.1%+24.4pp |
| Annual return | 25.97% | 14.13%+11.8pp | 17.74%+8.2pp | 48.65%-22.7pp |
| Employer contribution / active EE | $2,704 | $2,553+5.9% | $2,370+14.1% | $2,182+23.9% |
| Participant deferral / active EE | $5,720 | $4,370+30.9% | $3,550+61.1% | $3,356+70.4% |
| Admin fee / account holder | -$2 | $67-103.7% | $5,586-100.0% | $70-103.5% |