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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,638 |
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 | $77,728 | $66,813+16.3% | $100,528-22.7% | $73,493+5.8% |
| Participation rate | 81.1% | 77.5%+3.7pp | 79.4%+1.7pp | 70.7%+10.5pp |
| Annual return | 15.66% | 25.70%-10.0pp | 30.90%-15.2pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,605 | $2,147+21.4% | $3,419-23.8% | $2,270+14.8% |
| Participant deferral / active EE | $4,451 | $5,883-24.3% | $6,271-29.0% | $3,740+19.0% |
| Admin fee / account holder | $44 | $512-91.5% | $8,084-99.5% | $513-91.5% |