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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,950 | $39,458+6.3% | $60,547-30.7% | $55,191-24.0% |
| Participation rate | 40.7% | 59.6%-18.9pp | 68.0%-27.2pp | 69.2%-28.4pp |
| Annual return | -0.73% | 3.35%-4.1pp | 335.64%-336.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $253 | $1,210-79.1% | $2,419-89.6% | $1,899-86.7% |
| Participant deferral / active EE | $1,510 | $2,140-29.4% | $3,328-54.6% | $3,046-50.4% |
| Admin fee / account holder | $0 | $95-100.0% | $4,536-100.0% | $91-100.0% |