Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 RD · 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,363 | $363,850-96.6% | $155,789-92.1% | - |
| Participation rate | 8.8% | 50.7%-41.8pp | 76.1%-67.3pp | - |
| Annual return | -2.33% | -3.26%+0.9pp | 71.54%-73.9pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,839-100.0% | - |
| Participant deferral / active EE | $248 | $2,383-89.6% | $4,798-94.8% | - |
| Admin fee / account holder | $0 | $13,180-100.0% | $7,477-100.0% | - |