Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 15 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $40,765 |
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 | $18,180 | $66,650-72.7% | $92,915-80.4% | $67,582-73.1% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 71.3%+11.4pp |
| Annual return | 19.14% | 92.64%-73.5pp | 109.45%-90.3pp | 378.57%-359.4pp |
| Employer contribution / active EE | $2,247 | $2,777-19.1% | $3,653-38.5% | $2,148+4.6% |
| Participant deferral / active EE | $3,058 | $3,160-3.2% | $4,238-27.9% | $3,539-13.6% |
| Admin fee / account holder | $70 | $199-65.1% | $5,796-98.8% | $142-51.1% |