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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $42,985 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,236 | $56,443-76.6% | $83,831-84.2% | $55,725-76.2% |
| Participation rate | 81.2% | 72.0%+9.2pp | 76.1%+5.1pp | 70.9%+10.4pp |
| Annual return | -16.74% | 393.67%-410.4pp | 850.99%-867.7pp | 244.93%-261.7pp |
| Employer contribution / active EE | $1,780 | $2,682-33.6% | $3,631-51.0% | $2,078-14.3% |
| Participant deferral / active EE | $2,514 | $2,965-15.2% | $4,082-38.4% | $3,356-25.1% |
| Admin fee / account holder | $70 | $156-55.2% | $5,479-98.7% | $115-39.3% |