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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115,610 |
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 | $62,117 | $62,928-1.3% | $172,753-64.0% | $67,582-8.1% |
| Participation rate | 85.6% | 64.5%+21.1pp | 82.6%+2.9pp | 71.3%+14.3pp |
| Annual return | 18.97% | 30.36%-11.4pp | 803.00%-784.0pp | 378.57%-359.6pp |
| Employer contribution / active EE | $1,618 | $1,636-1.1% | $5,144-68.5% | $2,148-24.7% |
| Participant deferral / active EE | $3,336 | $2,145+55.5% | $5,198-35.8% | $3,539-5.7% |
| Admin fee / account holder | $201 | $167+20.5% | $13,956-98.6% | $142+41.1% |