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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 | $104,581 |
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 | $76,160 | $47,180+61.4% | $149,723-49.1% | $74,473+2.3% |
| Participation rate | 79.0% | 63.4%+15.6pp | 78.8%+0.3pp | 70.7%+8.3pp |
| Annual return | 17.95% | 22.75%-4.8pp | 134.50%-116.5pp | 34.36%-16.4pp |
| Employer contribution / active EE | $1,608 | $1,907-15.7% | $4,821-66.6% | $2,638-39.0% |
| Participant deferral / active EE | $3,836 | $2,730+40.5% | $5,682-32.5% | $4,530-15.3% |
| Admin fee / account holder | $157 | $343-54.2% | $13,215-98.8% | $347-54.7% |