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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,362 | $77,638-78.9% | $156,551-89.5% | $62,881-74.0% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.1pp | 69.3%-27.4pp |
| Annual return | 6.32% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,244 | $3,046-59.2% | $4,871-74.5% | $3,203-61.2% |
| Admin fee / account holder | $37 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |