Filed October 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,178 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $160,396 | $101,653+57.8% | $147,080+9.1% | $74,459+115.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.99% | 8754.98%-8739.0pp | 420.17%-404.2pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $5,725 | $3,813+50.1% | $4,933+16.0% | $2,626+118.0% |
| Participant deferral / active EE | $8,822 | $7,304+20.8% | $8,066+9.4% | $4,350+102.8% |
| Admin fee / account holder | $334 | $1,752-81.0% | $12,989-97.4% | $1,945-82.8% |