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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $54,623 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,285 | $52,293-70.8% | $178,499-91.4% | $73,412-79.2% |
| Participation rate | 92.8% | 65.3%+27.5pp | 81.9%+10.9pp | 72.2%+20.7pp |
| Annual return | 16.36% | 34.75%-18.4pp | 151.10%-134.7pp | 59.30%-42.9pp |
| Employer contribution / active EE | $473 | $1,735-72.7% | $5,011-90.6% | $2,234-78.8% |
| Participant deferral / active EE | $2,478 | $2,332+6.3% | $5,202-52.4% | $3,806-34.9% |
| Admin fee / account holder | $39 | $127-69.3% | $13,986-99.7% | $158-75.3% |