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 INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $5,001,187 |
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 | $88,057 | $100,179-12.1% | $84,029+4.8% | $89,609-1.7% |
| Participation rate | 46.9% | 54.1%-7.2pp | 69.0%-22.1pp | 69.6%-22.7pp |
| Annual return | 20.69% | 22.50%-1.8pp | 71.32%-50.6pp | 33.65%-13.0pp |
| Employer contribution / active EE | $1,014 | $816+24.3% | $1,984-48.9% | $2,584-60.7% |
| Participant deferral / active EE | $1,987 | $1,459+36.1% | $3,239-38.7% | $4,222-52.9% |
| Admin fee / account holder | $37 | $72-48.1% | $6,102-99.4% | $72-47.7% |