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 COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,091 |
Annual investment return 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 | $64,547 | $70,083-7.9% | $59,887+7.8% | $55,725+15.8% |
| Participation rate | 94.3% | 78.4%+16.0pp | 74.7%+19.6pp | 70.9%+23.5pp |
| Annual return | -5.20% | 3.13%-8.3pp | 3.46%-8.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,610 | $2,878+60.2% | $2,722+69.4% | $2,078+121.8% |
| Participant deferral / active EE | $4,844 | $3,079+57.3% | $3,402+42.4% | $3,356+44.3% |
| Admin fee / account holder | $44 | $70-37.9% | $3,591-98.8% | $115-62.1% |