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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,317 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,415 | $62,549+90.9% | $85,705+39.3% | $85,851+39.1% |
| Participation rate | 93.3% | 61.1%+32.1pp | 69.9%+23.4pp | 69.3%+23.9pp |
| Annual return | 8.95% | 23.77%-14.8pp | 21.49%-12.5pp | 318.63%-309.7pp |
| Employer contribution / active EE | $2,212 | $1,755+26.0% | $2,619-15.5% | $2,565-13.8% |
| Participant deferral / active EE | $4,982 | $2,802+77.8% | $3,924+27.0% | $3,952+26.0% |
| Admin fee / account holder | $93 | $4,644-98.0% | $6,877-98.6% | $6,261-98.5% |