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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,065 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,144 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $7,088 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,984 | $63,114-35.1% | $92,909-55.9% | $65,185-37.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 26.36% | 28.75%-2.4pp | 109.44%-83.1pp | 29.38%-3.0pp |
| Employer contribution / active EE | $3,159 | $2,571+22.9% | $3,653-13.5% | $2,177+45.1% |
| Participant deferral / active EE | $4,434 | $3,108+42.6% | $4,238+4.6% | $3,514+26.2% |
| Admin fee / account holder | $386 | $624-38.1% | $5,795-93.3% | $847-54.4% |