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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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,751 | $59,186-81.8% | $76,766-86.0% | $56,287-80.9% |
| Participation rate | 19.4% | 75.2%-55.8pp | 77.0%-57.6pp | 69.9%-50.5pp |
| Annual return | -1.75% | 6.62%-8.4pp | 2.43%-4.2pp | -9.96%+8.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $346 | $3,255-89.4% | $3,851-91.0% | $3,350-89.7% |
| Admin fee / account holder | $145 | $489-70.3% | $6,675-97.8% | $521-72.1% |