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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $15,434 | $48,064-67.9% | $78,778-80.4% | $69,631-77.8% |
| Participation rate | 15.7% | 61.6%-45.9pp | 69.2%-53.5pp | 70.7%-55.0pp |
| Annual return | 29.09% | 21.81%+7.3pp | 35.62%-6.5pp | 27571.02%-27541.9pp |
| Employer contribution / active EE | $172 | $744-76.9% | $1,986-91.4% | $2,032-91.6% |
| Participant deferral / active EE | $1,380 | $2,079-33.6% | $2,958-53.4% | $3,224-57.2% |
| Admin fee / account holder | $53 | $152-65.0% | $5,134-99.0% | $110-51.8% |