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 AND ANNUITY Service code 64 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80108 | Recordkeeping Fees | $775 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,486 | $60,165-44.3% | $74,184-54.9% | $55,167-39.3% |
| Participation rate | 83.2% | 74.2%+9.1pp | 76.6%+6.6pp | 69.0%+14.2pp |
| Annual return | 0.63% | 10.00%-9.4pp | 17.74%-17.1pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,663 | $1,600+3.9% | $2,370-29.8% | $1,963-15.3% |
| Participant deferral / active EE | $1,812 | $2,973-39.0% | $3,550-48.9% | $3,054-40.7% |
| Admin fee / account holder | $29 | $419-93.2% | $5,586-99.5% | $504-94.3% |