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 | $15,130 |
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 | $65,502 | $74,552-12.1% | $63,018+3.9% | $69,631-5.9% |
| Participation rate | 92.3% | 78.3%+14.0pp | 74.8%+17.5pp | 70.7%+21.6pp |
| Annual return | 58.86% | 15.77%+43.1pp | 87.62%-28.8pp | 27571.02%-27512.2pp |
| Employer contribution / active EE | $2,607 | $2,929-11.0% | $2,761-5.6% | $2,032+28.3% |
| Participant deferral / active EE | $4,115 | $2,974+38.3% | $3,330+23.6% | $3,224+27.7% |
| Admin fee / account holder | $30 | $59-49.3% | $3,601-99.2% | $110-72.7% |