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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,357 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,206 | $282,106-83.6% | $172,752-73.3% | - |
| Participation rate | 97.0% | 64.8%+32.1pp | 82.6%+14.3pp | - |
| Annual return | 17.36% | 12.00%+5.4pp | 802.97%-785.6pp | - |
| Employer contribution / active EE | $1,000 | $1,776-43.7% | $5,144-80.6% | - |
| Participant deferral / active EE | $1,560 | $2,424-35.7% | $5,198-70.0% | - |
| Admin fee / account holder | $51 | $24,081-99.8% | $13,955-99.6% | - |