Filed October 1, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,579 | $104,497+46.0% | $159,487-4.3% | $79,389+92.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 32.08% | 67.98%-35.9pp | 263.71%-231.6pp | 116.89%-84.8pp |
| Employer contribution / active EE | $5,290 | $3,418+54.8% | $4,831+9.5% | $2,428+117.9% |
| Participant deferral / active EE | $8,074 | $6,468+24.8% | $7,354+9.8% | $4,046+99.6% |
| Admin fee / account holder | $387 | $711-45.6% | $10,804-96.4% | $626-38.2% |