Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,683 | $95,406-90.9% | $185,849-95.3% | $85,847-89.9% |
| Participation rate | 69.8% | 68.8%+1.0pp | 81.7%-11.9pp | 69.3%+0.5pp |
| Annual return | 11.70% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,810 | $3,314-45.4% | $5,169-65.0% | $2,565-29.5% |
| Participant deferral / active EE | $3,290 | $3,424-3.9% | $5,569-40.9% | $3,952-16.7% |
| Admin fee / account holder | $11 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |