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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,581 | $62,561-95.9% | $105,218-97.5% | $52,331-95.1% |
| Participation rate | 40.4% | 70.4%-29.9pp | 77.2%-36.8pp | 68.1%-27.7pp |
| Annual return | 0.00% | 8.71%-8.7pp | 5.33%-5.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $501 | $2,137-76.6% | $3,255-84.6% | $1,882-73.4% |
| Participant deferral / active EE | $699 | $3,355-79.2% | $4,867-85.6% | $3,022-76.9% |
| Admin fee / account holder | $9 | $198-95.7% | $6,992-99.9% | $592-98.6% |