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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,282 |
Form 5500 reported that benefits due were not provided when due.
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 | $27,684 | $37,039-25.3% | $147,618-81.2% | $59,188-53.2% |
| Participation rate | 90.0% | 63.8%+26.2pp | 84.6%+5.3pp | 69.4%+20.5pp |
| Annual return | 2.09% | 7.19%-5.1pp | 61.98%-59.9pp | 5.51%-3.4pp |
| Employer contribution / active EE | $867 | $1,353-35.9% | $5,564-84.4% | $2,098-58.7% |
| Participant deferral / active EE | $3,026 | $2,094+44.5% | $4,895-38.2% | $3,265-7.3% |
| Admin fee / account holder | $2 | $60-96.5% | $11,612-100.0% | $92-97.7% |