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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 | $28,277 |
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 | $29,289 | $47,977-39.0% | $154,111-81.0% | $56,287-48.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 9.28% | 3.54%+5.7pp | 735.18%-725.9pp | -9.96%+19.2pp |
| Employer contribution / active EE | $3,380 | $2,169+55.9% | $5,298-36.2% | $2,111+60.1% |
| Participant deferral / active EE | $1,983 | $2,392-17.1% | $5,081-61.0% | $3,350-40.8% |
| Admin fee / account holder | $174 | $438-60.2% | $13,411-98.7% | $521-66.5% |