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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,411 | $36,916+17.6% | $156,551-72.3% | $57,658-24.7% |
| Participation rate | 49.1% | 63.4%-14.4pp | 84.0%-35.0pp | 70.2%-21.2pp |
| Annual return | 10.88% | 12.38%-1.5pp | 32.23%-21.3pp | 5.13%+5.7pp |
| Employer contribution / active EE | $713 | $1,571-54.6% | $5,501-87.0% | $1,974-63.9% |
| Participant deferral / active EE | $2,342 | $1,926+21.6% | $4,871-51.9% | $3,061-23.5% |
| Admin fee / account holder | $0 | $82-99.5% | $13,028-100.0% | $95-99.6% |