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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $67,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,013 | $47,135+12.5% | $149,717-64.6% | $74,440-28.8% |
| Participation rate | 95.0% | 63.4%+31.6pp | 78.8%+16.2pp | 70.7%+24.3pp |
| Annual return | 19.34% | 22.75%-3.4pp | 134.41%-115.1pp | 34.37%-15.0pp |
| Employer contribution / active EE | $2,114 | $1,906+10.9% | $4,820-56.1% | $2,638-19.9% |
| Participant deferral / active EE | $5,190 | $2,728+90.2% | $5,682-8.6% | $4,529+14.6% |
| Admin fee / account holder | $58 | $343-82.9% | $13,213-99.6% | $348-83.2% |