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 INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $22,146 | $43,999-49.7% | $79,466-72.1% | $55,725-60.3% |
| Participation rate | 61.8% | 66.9%-5.2pp | 73.3%-11.6pp | 70.9%-9.1pp |
| Annual return | 5.62% | 1.81%+3.8pp | 718.28%-712.7pp | 244.93%-239.3pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $457 | $2,538-82.0% | $3,704-87.7% | $3,356-86.4% |
| Admin fee / account holder | $143 | $118+22.0% | $5,104-97.2% | $115+24.5% |