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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $2,013 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,156 | $95,416-69.4% | $185,823-84.3% | $85,850-66.0% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 15.73% | 23.59%-7.9pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,392 | $3,423-59.3% | $5,568-75.0% | $3,952-64.8% |
| Admin fee / account holder | $25 | $7,213-99.7% | $16,237-99.8% | $6,260-99.6% |