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 | $98,719 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years 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 | $184,168 | $76,642+140.3% | $146,866+25.4% | $65,306+182.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 82.5%+17.5pp | 57.7%+42.3pp |
| Annual return | 13.74% | 33.40%-19.7pp | 102.85%-89.1pp | 21.94%-8.2pp |
| Employer contribution / active EE | $6,456 | $2,621+146.4% | $4,425+45.9% | $1,967+228.2% |
| Participant deferral / active EE | $10,140 | $4,864+108.5% | $7,759+30.7% | $2,959+242.6% |
| Admin fee / account holder | $357 | $3,960-91.0% | $13,620-97.4% | $3,480-89.7% |