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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 | $38,706 |
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 | $42,054 | $37,196+13.1% | $154,111-72.7% | $55,725-24.5% |
| Participation rate | 63.5% | 64.1%-0.6pp | 83.0%-19.6pp | 70.9%-7.4pp |
| Annual return | -5.97% | 1319.68%-1325.7pp | 735.18%-741.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,010 | $1,614-37.4% | $5,298-80.9% | $2,078-51.4% |
| Participant deferral / active EE | $3,000 | $2,068+45.0% | $5,081-41.0% | $3,356-10.6% |
| Admin fee / account holder | $101 | $102-1.0% | $13,411-99.3% | $115-12.7% |