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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,358 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $469 |
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 | $63,701 | $45,825+39.0% | $90,655-29.7% | $56,287+13.2% |
| Participation rate | 35.3% | 66.7%-31.4pp | 74.0%-38.7pp | 69.9%-34.6pp |
| Annual return | -4.64% | 38.64%-43.3pp | 1.89%-6.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $446 | $1,372-67.5% | $2,532-82.4% | $2,111-78.9% |
| Participant deferral / active EE | $1,417 | $2,562-44.7% | $3,425-58.6% | $3,350-57.7% |
| Admin fee / account holder | $62 | $413-84.9% | $4,994-98.8% | $521-88.0% |