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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,960 |
SEBS2 years Service code 13 · EIN 20-5923747 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Contract Administrator | $4,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $63,929 | $77,817-17.8% | $123,553-48.3% | $64,173-0.4% |
| Participation rate | 54.8% | 74.7%-19.9pp | 82.3%-27.5pp | 69.6%-14.7pp |
| Annual return | -5.88% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,037 | $3,014-32.4% | $4,628-56.0% | $2,381-14.5% |
| Participant deferral / active EE | $6,972 | $5,240+33.1% | $6,426+8.5% | $3,470+100.9% |
| Admin fee / account holder | $177 | $5,519-96.8% | $9,284-98.1% | $4,887-96.4% |