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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $19,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,530 | $60,545-57.8% | $92,240-72.3% | $69,631-63.3% |
| Participation rate | 58.9% | 72.2%-13.2pp | 76.5%-17.5pp | 70.7%-11.7pp |
| Annual return | 11.71% | 19.71%-8.0pp | 176.29%-164.6pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,516 | $2,633-42.4% | $3,680-58.8% | $2,032-25.4% |
| Participant deferral / active EE | $2,118 | $2,828-25.1% | $3,897-45.6% | $3,224-34.3% |
| Admin fee / account holder | $69 | $145-52.6% | $5,194-98.7% | $110-37.9% |