Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO Service code 64 8515 EST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,161 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,926 | $44,989-44.6% | $170,435-85.4% | $77,958-68.0% |
| Participation rate | 78.8% | 64.6%+14.2pp | 83.6%-4.8pp | 71.6%+7.2pp |
| Annual return | 19.16% | 19.61%-0.4pp | 205.94%-186.8pp | 20.87%-1.7pp |
| Employer contribution / active EE | $1,066 | $1,466-27.3% | $5,432-80.4% | $2,310-53.9% |
| Participant deferral / active EE | $2,957 | $2,208+33.9% | $4,939-40.1% | $3,537-16.4% |
| Admin fee / account holder | $23 | $69-66.5% | $13,881-99.8% | $97-76.3% |