Filed August 7, 2013 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY LIFE INS Service code 15 · EIN 84-0467907 | Recordkeeping | $3,418,845 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,030 | $38,510+92.2% | $74,549-0.7% | $73,367+0.9% |
| Participation rate | 47.2% | 53.5%-6.3pp | 69.1%-22.0pp | 69.5%-22.3pp |
| Annual return | -1.39% | -0.94%-0.4pp | 32.54%-33.9pp | 173.45%-174.8pp |
| Employer contribution / active EE | $1,007 | $774+30.1% | $1,961-48.7% | $2,499-59.7% |
| Participant deferral / active EE | $1,946 | $1,421+37.0% | $3,108-37.4% | $4,033-51.7% |
| Admin fee / account holder | $25 | $52-52.0% | $5,059-99.5% | $68-63.5% |