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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: GWFS EQUITIES INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,285 | $99,957-31.7% | $149,730-54.4% | $73,493-7.1% |
| Participation rate | 77.2% | 75.7%+1.5pp | 82.5%-5.3pp | 70.7%+6.5pp |
| Annual return | 14.43% | 53.87%-39.4pp | 276.70%-262.3pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,987 | $3,191+24.9% | $4,645-14.2% | $2,270+75.6% |
| Participant deferral / active EE | $6,377 | $6,073+5.0% | $6,843-6.8% | $3,740+70.5% |
| Admin fee / account holder | $309 | $551-43.9% | $9,310-96.7% | $513-39.8% |