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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 | $7,086 |
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 | $13,752 | $73,638-81.3% | $95,956-85.7% | $73,493-81.3% |
| Participation rate | 22.6% | 76.2%-53.5pp | 77.1%-54.5pp | 70.7%-48.1pp |
| Annual return | 12.46% | 16.78%-4.3pp | 91.63%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $399 | $3,617-89.0% | $4,167-90.4% | $3,740-89.3% |
| Admin fee / account holder | $173 | $482-64.2% | $6,797-97.5% | $513-66.3% |