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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 | $1,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,296 | $82,188+103.6% | $125,391+33.4% | $64,824+158.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -14.40% | 3.50%-17.9pp | 572.41%-586.8pp | 32.84%-47.2pp |
| Employer contribution / active EE | $8,979 | $3,617+148.2% | $4,816+86.5% | $2,507+258.2% |
| Participant deferral / active EE | $9,432 | $7,177+31.4% | $7,448+26.6% | $4,311+118.8% |
| Admin fee / account holder | $3 | $163-98.1% | $10,009-100.0% | $188-98.4% |