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 | $275 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,433 | $48,471-64.0% | $182,531-90.4% | $67,579-74.2% |
| Participation rate | 6.8% | 67.2%-60.4pp | 78.0%-71.2pp | 71.3%-64.5pp |
| Annual return | 48.76% | 31.08%+17.7pp | 148.57%-99.8pp | 378.56%-329.8pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,075-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $311 | $3,324-90.6% | $5,525-94.4% | $3,539-91.2% |
| Admin fee / account holder | $3 | $151-98.2% | $8,593-100.0% | $142-98.1% |