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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $17,508 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,035 | $63,768-26.2% | $98,506-52.3% | $79,389-40.8% |
| Participation rate | 31.3% | 69.9%-38.6pp | 73.3%-42.1pp | 70.7%-39.5pp |
| Annual return | 9.49% | 626.18%-616.7pp | 1494.92%-1485.4pp | 116.89%-107.4pp |
| Employer contribution / active EE | $296 | $2,558-88.4% | $2,961-90.0% | $2,428-87.8% |
| Participant deferral / active EE | $977 | $3,305-70.4% | $4,277-77.2% | $4,046-75.9% |
| Admin fee / account holder | $361 | $516-29.9% | $5,955-93.9% | $626-42.3% |