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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,098 | $58,726-6.2% | $142,898-61.4% | $85,851-35.8% |
| Participation rate | 49.4% | 58.5%-9.1pp | 72.0%-22.6pp | 69.3%-20.0pp |
| Annual return | 44.79% | 27.73%+17.1pp | 5639.64%-5594.8pp | 318.63%-273.8pp |
| Employer contribution / active EE | $299 | $1,424-79.0% | $4,146-92.8% | $2,565-88.3% |
| Participant deferral / active EE | $1,800 | $2,609-31.0% | $3,838-53.1% | $3,952-54.5% |
| Admin fee / account holder | $444 | $4,234-89.5% | $6,560-93.2% | $6,261-92.9% |