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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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,094 | $87,834-7.7% | $133,975-39.5% | $62,881+29.0% |
| Participation rate | 98.8% | 83.4%+15.5pp | 87.1%+11.8pp | 69.3%+29.5pp |
| Annual return | 6.93% | 12.05%-5.1pp | 29.29%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,317 | $3,482+81.4% | $5,211+21.2% | $2,281+176.9% |
| Participant deferral / active EE | $10,318 | $4,812+114.4% | $6,282+64.2% | $3,203+222.1% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |