Filed October 1, 2019
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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 | $52,431 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,256 | $75,183+16.1% | $123,894-29.6% | $55,167+58.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 1.25% | 19.01%-17.8pp | 47.52%-46.3pp | 169.23%-168.0pp |
| Employer contribution / active EE | $6,443 | $2,823+128.2% | $4,617+39.5% | $1,963+228.3% |
| Participant deferral / active EE | $6,492 | $5,084+27.7% | $5,984+8.5% | $3,054+112.6% |
| Admin fee / account holder | $266 | $663-59.8% | $8,357-96.8% | $504-47.2% |