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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $6,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,918 | $93,182-62.5% | $146,647-76.2% | $79,389-56.0% |
| Participation rate | 95.6% | 76.4%+19.1pp | 80.1%+15.5pp | 70.7%+24.8pp |
| Annual return | 11.53% | 21.61%-10.1pp | 22.75%-11.2pp | 116.89%-105.4pp |
| Employer contribution / active EE | $1,021 | $2,420-57.8% | $4,137-75.3% | $2,428-57.9% |
| Participant deferral / active EE | $3,515 | $4,169-15.7% | $5,506-36.2% | $4,046-13.1% |
| Admin fee / account holder | $132 | $585-77.4% | $10,281-98.7% | $626-78.9% |