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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $261,012 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,873 | $90,410-30.5% | $91,004-30.9% | $77,958-19.3% |
| Participation rate | 92.9% | 86.4%+6.5pp | 75.6%+17.3pp | 71.6%+21.3pp |
| Annual return | 16.22% | 21.34%-5.1pp | 4.60%+11.6pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,048 | $3,392-69.1% | $2,456-57.3% | $2,310-54.6% |
| Participant deferral / active EE | $3,177 | $4,816-34.0% | $3,548-10.5% | $3,537-10.2% |
| Admin fee / account holder | $158 | $79+100.3% | $5,417-97.1% | $97+62.4% |