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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 | $100,913 |
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 | $66,573 | $46,332+43.7% | $143,797-53.7% | $64,824+2.7% |
| Participation rate | 77.1% | 64.2%+12.8pp | 80.3%-3.2pp | 71.5%+5.6pp |
| Annual return | -1.52% | -10.05%+8.5pp | -0.04%-1.5pp | 32.84%-34.4pp |
| Employer contribution / active EE | $1,558 | $1,911-18.5% | $4,952-68.5% | $2,507-37.8% |
| Participant deferral / active EE | $3,674 | $2,647+38.8% | $5,638-34.8% | $4,311-14.8% |
| Admin fee / account holder | $159 | $154+3.5% | $14,679-98.9% | $188-15.3% |