Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,519 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,050 | $67,512-24.4% | $185,854-72.5% | $93,010-45.1% |
| Participation rate | 96.4% | 67.1%+29.3pp | 81.7%+14.7pp | 73.9%+22.5pp |
| Annual return | 14.11% | 21.04%-6.9pp | 122.12%-108.0pp | 158.70%-144.6pp |
| Employer contribution / active EE | $1,301 | $1,783-27.0% | $5,169-74.8% | $2,705-51.9% |
| Participant deferral / active EE | $4,653 | $3,035+53.3% | $5,569-16.5% | $4,561+2.0% |
| Admin fee / account holder | $2 | $318-99.4% | $16,246-100.0% | $152-98.8% |