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 Service code 15 · EIN 84-0467907 | Recordkeeping | $4,469 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $1,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,846 | $111,608-79.5% | $177,827-87.2% | $73,412-68.9% |
| Participation rate | 55.4% | 87.9%-32.4pp | 87.7%-32.3pp | 72.2%-16.7pp |
| Annual return | 31.73% | 18.23%+13.5pp | 48.32%-16.6pp | 59.30%-27.6pp |
| Employer contribution / active EE | $1,723 | $3,796-54.6% | $5,918-70.9% | $2,234-22.8% |
| Participant deferral / active EE | $2,791 | $6,199-55.0% | $7,713-63.8% | $3,806-26.7% |
| Admin fee / account holder | $27 | $166-83.6% | $12,429-99.8% | $158-82.8% |