Filed March 19, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,191 |
Participant 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 | $28,585 | $37,213-23.2% | $156,551-81.7% | $63,975-55.3% |
| Participation rate | 78.5% | 65.0%+13.5pp | 84.0%-5.6pp | 71.1%+7.3pp |
| Annual return | 7.13% | 47.89%-40.8pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,194 | $1,357+61.7% | $5,501-60.1% | $2,182+0.6% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $56-9.4% | $13,028-99.6% | $70-27.5% |