Filed April 16, 2026
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 |
|---|---|---|
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $7,133 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,705 | $46,173-70.3% | $170,435-92.0% | $69,631-80.3% |
| Participation rate | 36.3% | 63.9%-27.6pp | 83.6%-47.3pp | 70.7%-34.4pp |
| Annual return | 14.22% | 21.62%-7.4pp | 205.94%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,243 | $2,080-40.2% | $4,939-74.8% | $3,224-61.4% |
| Admin fee / account holder | $63 | $116-45.6% | $13,881-99.5% | $110-42.9% |