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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,168 | $88,360+108.4% | $145,433+26.6% | $67,986+170.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 13.74% | 63.15%-49.4pp | 66.58%-52.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $6,456 | $3,054+111.4% | $4,554+41.8% | $2,019+219.8% |
| Participant deferral / active EE | $10,140 | $5,932+70.9% | $7,897+28.4% | $3,358+202.0% |
| Admin fee / account holder | $357 | $3,313-89.2% | $13,129-97.3% | $3,203-88.8% |