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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,214 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,511 | $51,244-67.8% | $80,977-79.6% | $55,167-70.1% |
| Participation rate | 88.4% | 71.7%+16.7pp | 75.8%+12.6pp | 69.0%+19.4pp |
| Annual return | 7.96% | 17.39%-9.4pp | 17.11%-9.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $478 | $1,770-73.0% | $3,715-87.1% | $1,963-75.7% |
| Participant deferral / active EE | $1,158 | $4,418-73.8% | $5,696-79.7% | $3,054-62.1% |
| Admin fee / account holder | $30 | $398-92.5% | $5,517-99.5% | $504-94.1% |