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 | $29,126 |
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 | $90,578 | $95,542-5.2% | $69,464+30.4% | $67,579+34.0% |
| Participation rate | 95.2% | 79.4%+15.9pp | 74.6%+20.6pp | 71.3%+24.0pp |
| Annual return | 53.58% | 17.67%+35.9pp | 28.98%+24.6pp | 378.56%-325.0pp |
| Employer contribution / active EE | $4,517 | $2,989+51.1% | $2,779+62.5% | $2,148+110.3% |
| Participant deferral / active EE | $4,849 | $3,263+48.6% | $3,536+37.1% | $3,539+37.0% |
| Admin fee / account holder | $52 | $90-42.1% | $3,840-98.6% | $142-63.4% |