Filed October 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,719 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,168 | $90,107+104.4% | $182,262+1.0% | $69,733+164.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 84.2%+15.8pp | 62.5%+37.5pp |
| Annual return | 13.74% | 95.58%-81.8pp | 140.60%-126.9pp | 15.22%-1.5pp |
| Employer contribution / active EE | $6,456 | $3,043+112.2% | $5,046+28.0% | $2,250+186.9% |
| Participant deferral / active EE | $10,140 | $5,135+97.5% | $8,276+22.5% | $3,054+232.0% |
| Admin fee / account holder | $357 | $3,377-89.4% | $16,712-97.9% | $3,102-88.5% |