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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,698 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,510 | $84,236-72.1% | $170,435-86.2% | $70,126-66.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.00% | 23.06%-12.1pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $4,024 | $3,387+18.8% | $5,432-25.9% | $2,343+71.8% |
| Participant deferral / active EE | $2,594 | $3,086-15.9% | $4,939-47.5% | $3,332-22.1% |
| Admin fee / account holder | $127 | $5,698-97.8% | $13,881-99.1% | $4,645-97.3% |