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 | $75,058+145.4% | $152,301+20.9% | $64,340+186.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 13.74% | 29.93%-16.2pp | 80.50%-66.8pp | 24.14%-10.4pp |
| Employer contribution / active EE | $6,456 | $2,605+147.9% | $4,624+39.6% | $1,862+246.8% |
| Participant deferral / active EE | $10,140 | $5,041+101.2% | $8,004+26.7% | $2,980+240.2% |
| Admin fee / account holder | $357 | $4,050-91.2% | $14,398-97.5% | $3,703-90.3% |