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 | $58,804 |
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 | $101,552 | $80,753+25.8% | $136,298-25.5% | $62,293+63.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.27% | 35.83%-22.6pp | 5156.27%-5143.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $6,872 | $2,884+138.3% | $4,696+46.3% | $2,042+236.5% |
| Participant deferral / active EE | $7,227 | $5,164+39.9% | $6,247+15.7% | $3,169+128.0% |
| Admin fee / account holder | $295 | $525-43.8% | $9,244-96.8% | $479-38.4% |