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| 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 | $16,050 |
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 | $35,404 | $47,078-24.8% | $100,671-64.8% | $55,191-35.9% |
| Participation rate | 87.4% | 58.0%+29.4pp | 70.7%+16.7pp | 69.2%+18.2pp |
| Annual return | 0.94% | 0.65%+0.3pp | 20.43%-19.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,332 | $1,065+25.0% | $4,012-66.8% | $1,899-29.9% |
| Participant deferral / active EE | $2,269 | $2,038+11.3% | $3,144-27.8% | $3,046-25.5% |
| Admin fee / account holder | $27 | $153-82.6% | $4,850-99.4% | $91-70.6% |