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 | $76,974 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,440 | $99,957+19.5% | $149,745-20.2% | $73,497+62.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 4.60% | 53.87%-49.3pp | 276.72%-272.1pp | 28.51%-23.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,145 | $6,073+34.1% | $6,843+19.0% | $3,740+117.8% |
| Admin fee / account holder | $368 | $551-33.1% | $9,312-96.0% | $513-28.2% |