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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,862 |
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 | $40,107 | $46,732-14.2% | $156,551-74.4% | $55,167-27.3% |
| Participation rate | 73.1% | 65.8%+7.3pp | 84.0%-10.9pp | 69.0%+4.1pp |
| Annual return | 5.78% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $786 | $2,105-62.7% | $5,501-85.7% | $1,963-60.0% |
| Participant deferral / active EE | $1,217 | $2,204-44.8% | $4,871-75.0% | $3,054-60.1% |
| Admin fee / account holder | $39 | $418-90.7% | $13,028-99.7% | $504-92.3% |