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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 | $26,201 |
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 | $147,057 | $80,177+83.4% | $123,894+18.7% | $57,658+155.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.36% | 17.90%-8.5pp | 47.52%-38.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $6,436 | $2,913+121.0% | $4,617+39.4% | $1,974+226.1% |
| Participant deferral / active EE | $8,611 | $5,130+67.8% | $5,984+43.9% | $3,061+181.3% |
| Admin fee / account holder | $60 | $106-43.6% | $8,357-99.3% | $95-36.6% |