Filed July 17, 2015
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| 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 | $25,436 | $52,967-52.0% | $172,757-85.3% | $65,188-61.0% |
| Participation rate | 59.2% | 66.2%-7.0pp | 82.6%-23.5pp | 70.2%-11.0pp |
| Annual return | 16.40% | 30.12%-13.7pp | 803.06%-786.7pp | 29.38%-13.0pp |
| Employer contribution / active EE | $316 | $2,190-85.6% | $5,144-93.9% | $2,177-85.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |