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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,242 | $61,166-35.8% | $185,837-78.9% | $79,393-50.6% |
| Participation rate | 58.2% | 66.6%-8.4pp | 81.7%-23.5pp | 70.7%-12.5pp |
| Annual return | 12.88% | 19.45%-6.6pp | 122.08%-109.2pp | 116.87%-104.0pp |
| Employer contribution / active EE | $1,977 | $2,321-14.8% | $5,168-61.7% | $2,428-18.6% |
| Participant deferral / active EE | $2,787 | $2,789-0.1% | $5,568-49.9% | $4,046-31.1% |
| Admin fee / account holder | $40 | $710-94.4% | $16,241-99.8% | $627-93.7% |