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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,056 |
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 | $182,292 | $100,801+80.8% | $149,745+21.7% | $73,412+148.3% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.5%+13.4pp | 72.2%+23.7pp |
| Annual return | 16.89% | 265.34%-248.4pp | 276.72%-259.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $7,668 | $3,312+131.5% | $4,646+65.1% | $2,234+243.3% |
| Participant deferral / active EE | $7,723 | $6,404+20.6% | $6,843+12.9% | $3,806+102.9% |
| Admin fee / account holder | $2 | $181-98.7% | $9,312-100.0% | $158-98.5% |