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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $166,209 |
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 | $64,921 | $50,812+27.8% | $155,602-58.3% | $77,692-16.4% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 20.16% | 34.85%-14.7pp | 64.81%-44.6pp | 31.25%-11.1pp |
| Employer contribution / active EE | $2,263 | $1,989+13.8% | $4,675-51.6% | $2,726-17.0% |
| Participant deferral / active EE | $5,092 | $2,822+80.4% | $5,629-9.5% | $4,648+9.5% |
| Admin fee / account holder | $180 | $436-58.7% | $15,923-98.9% | $431-58.1% |