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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,975 |
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 | $35,914 | $44,989-20.2% | $170,435-78.9% | $77,958-53.9% |
| Participation rate | 90.4% | 64.6%+25.8pp | 83.6%+6.8pp | 71.6%+18.7pp |
| Annual return | 19.29% | 19.61%-0.3pp | 205.94%-186.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $791 | $1,466-46.0% | $5,432-85.4% | $2,310-65.7% |
| Participant deferral / active EE | $3,194 | $2,208+44.7% | $4,939-35.3% | $3,537-9.7% |
| Admin fee / account holder | $2 | $69-96.9% | $13,881-100.0% | $97-97.8% |