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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $277 |
Participant contribution per participant 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 | $126,794 | $136,307-7.0% | $177,848-28.7% | $73,497+72.5% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.3pp | 70.7%+28.4pp |
| Annual return | 19.31% | 18.68%+0.6pp | 48.33%-29.0pp | 28.51%-9.2pp |
| Employer contribution / active EE | $7,064 | $3,712+90.3% | $5,919+19.3% | $2,270+211.2% |
| Participant deferral / active EE | $3,046 | $5,829-47.7% | $7,714-60.5% | $3,740-18.6% |
| Admin fee / account holder | $2 | $596-99.6% | $12,431-100.0% | $513-99.6% |