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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 | $1,381 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,447 | $104,336+94.0% | $159,487+26.9% | $86,821+133.2% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.6pp | 72.3%+27.1pp |
| Annual return | 13.22% | 26.32%-13.1pp | 263.71%-250.5pp | 97.94%-84.7pp |
| Employer contribution / active EE | $8,286 | $3,451+140.1% | $4,831+71.5% | $2,406+244.4% |
| Participant deferral / active EE | $8,638 | $6,837+26.3% | $7,354+17.5% | $4,132+109.1% |
| Admin fee / account holder | $3 | $172-98.5% | $10,804-100.0% | $170-98.4% |