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 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $169,736 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,009 | $45,382-47.1% | $154,110-84.4% | $75,289-68.1% |
| Participation rate | 93.1% | 65.9%+27.2pp | 83.0%+10.1pp | 72.4%+20.7pp |
| Annual return | -4.63% | -0.47%-4.2pp | 735.22%-739.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,071 | $1,533-30.1% | $5,298-79.8% | $2,405-55.4% |
| Participant deferral / active EE | $3,116 | $2,384+30.7% | $5,081-38.7% | $3,739-16.7% |
| Admin fee / account holder | $36 | $89-59.2% | $13,412-99.7% | $102-64.4% |