Filed July 17, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,402 | $37,203-39.8% | $154,110-85.5% | $55,727-59.8% |
| Participation rate | 60.0% | 64.1%-4.1pp | 83.0%-23.0pp | 70.9%-10.9pp |
| Annual return | -4.49% | 1320.03%-1324.5pp | 735.22%-739.7pp | 244.94%-249.4pp |
| Employer contribution / active EE | $653 | $1,614-59.6% | $5,298-87.7% | $2,078-68.6% |
| Participant deferral / active EE | $0 | $2,069-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,412-100.0% | $115-100.0% |