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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $25,177 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $420 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,951 | $82,678-15.4% | $125,391-44.2% | $68,490+2.1% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -13.59% | -5.97%-7.6pp | 572.41%-586.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $11,361 | $3,382+235.9% | $4,816+135.9% | $2,597+337.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5 | $6,277-99.9% | $10,009-100.0% | $5,403-99.9% |