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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $7,020 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $270 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,689 | $56,540-59.9% | $185,851-87.8% | $86,821-73.9% |
| Participation rate | 87.1% | 65.5%+21.6pp | 81.7%+5.4pp | 72.3%+14.8pp |
| Annual return | 9.56% | 118.20%-108.6pp | 122.11%-112.5pp | 97.94%-88.4pp |
| Employer contribution / active EE | $739 | $1,844-60.0% | $5,168-85.7% | $2,406-69.3% |
| Participant deferral / active EE | $930 | $2,555-63.6% | $5,569-83.3% | $4,132-77.5% |
| Admin fee / account holder | $13 | $150-91.4% | $16,245-99.9% | $170-92.4% |