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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 | $21,044 |
ERP RETIREMENT SERVICES1 year Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $521,520 | $137,414+279.5% | $189,537+175.2% | $85,847+507.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.80% | 38.14%-19.3pp | 555.34%-536.5pp | 318.61%-299.8pp |
| Employer contribution / active EE | $23,610 | $4,344+443.5% | $6,161+283.2% | $2,565+820.3% |
| Participant deferral / active EE | $23,410 | $6,260+274.0% | $8,220+184.8% | $3,952+492.3% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,048-100.0% | $6,261-100.0% |