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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $102,089 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,838 | $50,919+60.7% | $155,556-47.4% | $77,762+5.2% |
| Participation rate | 77.9% | 63.1%+14.8pp | 78.2%-0.3pp | 70.6%+7.3pp |
| Annual return | 25.72% | 34.84%-9.1pp | 64.84%-39.1pp | 31.27%-5.5pp |
| Employer contribution / active EE | $1,783 | $1,991-10.5% | $4,675-61.9% | $2,728-34.7% |
| Participant deferral / active EE | $4,286 | $2,824+51.7% | $5,631-23.9% | $4,651-7.9% |
| Admin fee / account holder | $135 | $437-69.2% | $15,885-99.2% | $433-68.9% |