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 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,861 |
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.
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 | $56,014 | $68,408-18.1% | $57,196-2.1% | $57,658-2.9% |
| Participation rate | 68.8% | 79.1%-10.4pp | 75.3%-6.6pp | 70.2%-1.5pp |
| Annual return | 10.68% | 8.51%+2.2pp | 14.59%-3.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $792 | $2,869-72.4% | $2,683-70.5% | $1,974-59.9% |
| Participant deferral / active EE | $4,051 | $2,903+39.5% | $3,096+30.8% | $3,061+32.3% |
| Admin fee / account holder | $32 | $70-53.7% | $3,141-99.0% | $95-65.9% |