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 | $240,347 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,220 | $40,113+15.2% | $84,029-45.0% | $77,775-40.6% |
| Participation rate | 73.9% | 62.8%+11.1pp | 69.0%+4.9pp | 73.2%+0.7pp |
| Annual return | 12.97% | 23.27%-10.3pp | 71.32%-58.4pp | 32.58%-19.6pp |
| Employer contribution / active EE | $950 | $847+12.1% | $1,984-52.1% | $2,504-62.1% |
| Participant deferral / active EE | $1,730 | $2,030-14.8% | $3,239-46.6% | $3,966-56.4% |
| Admin fee / account holder | $68 | $92-25.7% | $6,102-98.9% | $100-32.0% |