Filed April 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,802 | $44,007+40.4% | $154,110-59.9% | $68,904-10.3% |
| Participation rate | 88.1% | 70.0%+18.0pp | 83.0%+5.1pp | 74.1%+14.0pp |
| Annual return | -5.47% | 8.15%-13.6pp | 735.22%-740.7pp | 1.07%-6.5pp |
| Employer contribution / active EE | $2,793 | $1,732+61.3% | $5,298-47.3% | $2,540+10.0% |
| Participant deferral / active EE | $4,294 | $2,813+52.7% | $5,081-15.5% | $4,015+7.0% |
| Admin fee / account holder | $0 | $65-99.5% | $13,412-100.0% | $71-99.5% |