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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,517 |
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 | $45,220 | $56,095-19.4% | $178,503-74.7% | $90,274-49.9% |
| Participation rate | 44.3% | 65.6%-21.2pp | 81.9%-37.6pp | 73.4%-29.0pp |
| Annual return | 17.09% | 28.81%-11.7pp | 151.12%-134.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,503 | $2,669-43.7% | $5,202-71.1% | $4,231-64.5% |
| Admin fee / account holder | $33 | $101-66.8% | $13,987-99.8% | $114-70.7% |