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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 | $41,750 |
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 | $50,892 | $62,928-19.1% | $172,752-70.5% | $67,579-24.7% |
| Participation rate | 64.3% | 64.5%-0.2pp | 82.6%-18.3pp | 71.3%-7.0pp |
| Annual return | 23.56% | 30.36%-6.8pp | 802.97%-779.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,048 | $1,636-35.9% | $5,144-79.6% | $2,148-51.2% |
| Participant deferral / active EE | $2,999 | $2,145+39.8% | $5,198-42.3% | $3,539-15.3% |
| Admin fee / account holder | $104 | $167-37.5% | $13,955-99.3% | $142-26.8% |