Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $13,227 |
Participant 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 | $11,735 | $54,320-78.4% | $67,652-82.7% | $52,331-77.6% |
| Participation rate | 82.9% | 73.6%+9.3pp | 75.7%+7.2pp | 68.1%+14.8pp |
| Annual return | -1.42% | 6.81%-8.2pp | 6625.40%-6626.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,083 | $1,544-29.9% | $2,266-52.2% | $1,882-42.5% |
| Participant deferral / active EE | $411 | $2,950-86.1% | $3,560-88.5% | $3,022-86.4% |
| Admin fee / account holder | $89 | $527-83.1% | $4,821-98.2% | $592-84.9% |