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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 | $10,060 |
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 | $142,948 | $88,324+61.8% | $115,038+24.3% | $55,191+159.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 1.31% | 6.30%-5.0pp | 26.14%-24.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $6,339 | $2,805+126.0% | $4,608+37.6% | $1,899+233.9% |
| Participant deferral / active EE | $8,479 | $5,042+68.2% | $6,026+40.7% | $3,046+178.3% |
| Admin fee / account holder | $26 | $105-75.8% | $8,175-99.7% | $91-71.9% |