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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80108 | Recordkeeping Fees | $325 |
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 | $35,686 | $64,909-45.0% | $82,312-56.6% | $62,293-42.7% |
| Participation rate | 80.4% | 74.9%+5.5pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 12.61% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,761 | $1,676+5.0% | $2,428-27.5% | $2,042-13.8% |
| Participant deferral / active EE | $1,974 | $3,103-36.4% | $3,706-46.7% | $3,169-37.7% |
| Admin fee / account holder | $20 | $440-95.5% | $5,608-99.6% | $479-95.9% |