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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 | $14,965 |
SEBS3 years Service code 13 · EIN 20-5923747 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Contract Administrator | $6,892 |
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 | $85,794 | $89,367-4.0% | $141,191-39.2% | $72,975+17.6% |
| Participation rate | 62.7% | 75.1%-12.5pp | 82.5%-19.8pp | 69.5%-6.8pp |
| Annual return | 27.00% | 111.87%-84.9pp | 71.41%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $2,925 | $3,115-6.1% | $4,736-38.2% | $2,440+19.9% |
| Participant deferral / active EE | $9,693 | $5,419+78.9% | $6,710+44.4% | $3,608+168.7% |
| Admin fee / account holder | $187 | $5,957-96.9% | $10,264-98.2% | $5,124-96.3% |