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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,175 |
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 | $138,786 | $75,388+84.1% | $123,553+12.3% | $55,725+149.1% |
| Participation rate | 91.2% | 75.7%+15.6pp | 82.3%+9.0pp | 70.9%+20.4pp |
| Annual return | -5.06% | 4.48%-9.5pp | 119.21%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $6,898 | $3,063+125.2% | $4,628+49.0% | $2,078+231.9% |
| Participant deferral / active EE | $7,328 | $5,651+29.7% | $6,426+14.0% | $3,356+118.4% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |