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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 | $7,831 |
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 | $40,094 | $47,456-15.5% | $172,757-76.8% | $77,775-48.4% |
| Participation rate | 94.1% | 66.3%+27.8pp | 82.6%+11.4pp | 73.2%+20.8pp |
| Annual return | 23.05% | 35.57%-12.5pp | 803.06%-780.0pp | 32.58%-9.5pp |
| Employer contribution / active EE | $876 | $1,574-44.3% | $5,144-83.0% | $2,504-65.0% |
| Participant deferral / active EE | $3,310 | $2,560+29.3% | $5,198-36.3% | $3,966-16.5% |
| Admin fee / account holder | $2 | $81-97.4% | $13,956-100.0% | $100-97.9% |