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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $43,030 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,012 | $62,928-77.7% | $172,752-91.9% | $67,579-79.3% |
| Participation rate | 93.4% | 64.5%+29.0pp | 82.6%+10.8pp | 71.3%+22.1pp |
| Annual return | 23.77% | 30.36%-6.6pp | 802.97%-779.2pp | 378.56%-354.8pp |
| Employer contribution / active EE | $913 | $1,636-44.2% | $5,144-82.2% | $2,148-57.5% |
| Participant deferral / active EE | $2,251 | $2,145+4.9% | $5,198-56.7% | $3,539-36.4% |
| Admin fee / account holder | $33 | $167-80.4% | $13,955-99.8% | $142-77.1% |