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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $192,190 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,264 | $67,512-37.4% | $185,854-77.3% | $93,010-54.6% |
| Participation rate | 93.8% | 67.1%+26.6pp | 81.7%+12.1pp | 73.9%+19.9pp |
| Annual return | 14.32% | 21.04%-6.7pp | 122.12%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,627 | $1,783-8.7% | $5,169-68.5% | $2,705-39.9% |
| Participant deferral / active EE | $4,212 | $3,035+38.8% | $5,569-24.4% | $4,561-7.7% |
| Admin fee / account holder | $37 | $318-88.3% | $16,246-99.8% | $152-75.5% |