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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 |
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 | $12,272 | $46,732-73.7% | $156,551-92.2% | $55,167-77.8% |
| Participation rate | 97.8% | 65.8%+32.0pp | 84.0%+13.8pp | 69.0%+28.8pp |
| Annual return | 9.84% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $645 | $2,105-69.4% | $5,501-88.3% | $1,963-67.1% |
| Participant deferral / active EE | $848 | $2,204-61.5% | $4,871-82.6% | $3,054-72.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |