Filed August 15, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,189 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $1,494 |
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 | $138,742 | $69,305+100.2% | $82,312+68.6% | $69,631+99.3% |
| Participation rate | 98.1% | 80.3%+17.8pp | 76.9%+21.2pp | 70.7%+27.4pp |
| Annual return | 17.33% | 21.47%-4.1pp | 25.88%-8.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $4,146 | $1,887+119.8% | $2,428+70.7% | $2,032+104.0% |
| Participant deferral / active EE | $6,527 | $3,568+82.9% | $3,706+76.1% | $3,224+102.5% |
| Admin fee / account holder | $6 | $97-93.6% | $5,608-99.9% | $110-94.4% |