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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 | $7,655 |
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 | $34,671 | $45,382-23.6% | $154,110-77.5% | $75,289-53.9% |
| Participation rate | 90.1% | 65.9%+24.2pp | 83.0%+7.1pp | 72.4%+17.7pp |
| Annual return | -4.47% | -0.47%-4.0pp | 735.22%-739.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,070 | $1,533-30.2% | $5,298-79.8% | $2,405-55.5% |
| Participant deferral / active EE | $3,411 | $2,384+43.1% | $5,081-32.9% | $3,739-8.8% |
| Admin fee / account holder | $2 | $89-98.1% | $13,412-100.0% | $102-98.3% |