Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,459 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,336 | $84,936+2.8% | $111,308-21.5% | $79,391+10.0% |
| Participation rate | 98.6% | 75.9%+22.7pp | 77.3%+21.3pp | 70.7%+27.9pp |
| Annual return | 14.67% | 17.45%-2.8pp | 54.67%-40.0pp | 116.88%-102.2pp |
| Employer contribution / active EE | $2,923 | $1,979+47.7% | $2,732+7.0% | $2,428+20.4% |
| Participant deferral / active EE | $5,201 | $3,888+33.8% | $4,487+15.9% | $4,046+28.5% |
| Admin fee / account holder | $242 | $537-55.0% | $7,965-97.0% | $627-61.4% |