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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,722 | $82,032-7.7% | $123,106-38.5% | $59,633+27.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.90% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $5,397 | $3,297+63.7% | $5,151+4.8% | $2,203+145.0% |
| Participant deferral / active EE | $12,852 | $4,667+175.4% | $6,229+106.3% | $3,192+302.7% |
| Admin fee / account holder | $4 | $5,881-99.9% | $9,015-100.0% | $4,297-99.9% |