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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,087 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,263 | $56,511+247.3% | $185,837+5.6% | $86,813+126.1% |
| Participation rate | 98.7% | 65.5%+33.2pp | 81.7%+17.0pp | 72.3%+26.4pp |
| Annual return | 14.51% | 118.12%-103.6pp | 122.08%-107.6pp | 97.93%-83.4pp |
| Employer contribution / active EE | $4,049 | $1,844+119.6% | $5,168-21.7% | $2,406+68.3% |
| Participant deferral / active EE | $9,097 | $2,554+256.1% | $5,568+63.4% | $4,131+120.2% |
| Admin fee / account holder | $93 | $150-37.9% | $16,241-99.4% | $170-45.2% |