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 | $103,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,542 | $84,499+52.1% | $125,391+2.5% | $66,949+92.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.10% | -8.49%-5.6pp | 572.41%-586.5pp | 1.57%-15.7pp |
| Employer contribution / active EE | $5,494 | $3,554+54.6% | $4,816+14.1% | $2,545+115.8% |
| Participant deferral / active EE | $9,320 | $6,785+37.4% | $7,448+25.1% | $4,239+119.9% |
| Admin fee / account holder | $414 | $685-39.5% | $10,009-95.9% | $594-30.2% |