Filed July 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,826 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,929 | $68,408-15.3% | $57,196+1.3% | $57,658+0.5% |
| Participation rate | 96.8% | 79.1%+17.7pp | 75.3%+21.5pp | 70.2%+26.6pp |
| Annual return | 8.90% | 8.51%+0.4pp | 14.59%-5.7pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,584 | $2,869+24.9% | $2,683+33.6% | $1,974+81.6% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $37 | $70-46.5% | $3,141-98.8% | $95-60.6% |