Filed April 22, 2022 (most recent of 2 filings on file)
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 INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $178,520 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,555 | $114,195+150.9% | $106,554+168.9% | $93,010+208.1% |
| Participation rate | 95.1% | 86.4%+8.7pp | 76.1%+19.0pp | 73.9%+21.2pp |
| Annual return | 21.27% | 22.18%-0.9pp | 26.80%-5.5pp | 158.70%-137.4pp |
| Employer contribution / active EE | $3,186 | $4,009-20.5% | $2,819+13.0% | $2,705+17.8% |
| Participant deferral / active EE | $8,089 | $5,908+36.9% | $4,398+83.9% | $4,561+77.4% |
| Admin fee / account holder | $105 | $105+0.1% | $7,408-98.6% | $152-30.9% |