Filed August 6, 2021
Total covered: 26 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 84-0647907 | Recordkeeping | $88,985 |
Filed as: VARIABLE ANNUITY LIFE INS. CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,073 | $45,000-64.3% | $143,799-88.8% | $77,906-79.4% |
| Participation rate | 86.6% | 66.8%+19.8pp | 80.3%+6.3pp | 73.7%+12.9pp |
| Annual return | -14.15% | 29.03%-43.2pp | -0.04%-14.1pp | 12.16%-26.3pp |
| Employer contribution / active EE | $571 | $1,870-69.5% | $4,952-88.5% | $2,846-79.9% |
| Participant deferral / active EE | $1,751 | $3,157-44.5% | $5,638-68.9% | $4,805-63.6% |
| Admin fee / account holder | $57 | $98-42.1% | $14,677-99.6% | $133-57.0% |