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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,619 | $46,360-68.5% | $147,617-90.1% | $52,331-72.1% |
| Participation rate | 67.9% | 64.9%+2.9pp | 84.6%-16.7pp | 68.1%-0.2pp |
| Annual return | -0.78% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $213 | $2,126-90.0% | $5,564-96.2% | $1,882-88.7% |
| Participant deferral / active EE | $848 | $2,258-62.4% | $4,895-82.7% | $3,022-71.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |