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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $6,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,140 | $59,105-54.1% | $160,009-83.0% | $66,938-59.5% |
| Participation rate | 78.5% | 68.1%+10.4pp | 78.0%+0.5pp | 69.8%+8.7pp |
| Annual return | -15.35% | -12.26%-3.1pp | 408.85%-424.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,364 | $1,983+19.2% | $4,225-44.1% | $2,545-7.1% |
| Participant deferral / active EE | $3,727 | $4,395-15.2% | $6,183-39.7% | $4,238-12.1% |
| Admin fee / account holder | $135 | $591-77.1% | $8,715-98.4% | $594-77.2% |