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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 |
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 | $43,675 | $44,425-1.7% | $67,834-35.6% | $55,167-20.8% |
| Participation rate | 76.5% | 59.7%+16.8pp | 68.8%+7.7pp | 69.0%+7.5pp |
| Annual return | 7.83% | 17.80%-10.0pp | 138.47%-130.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $400 | $1,351-70.4% | $2,403-83.3% | $1,963-79.6% |
| Participant deferral / active EE | $2,392 | $2,166+10.4% | $3,160-24.3% | $3,054-21.7% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |