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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $12,324 |
MATRIX TRUST COMPANY1 year Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $11,184 |
Service code 13 88 BOY AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,078 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,187 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,573 | $55,453-48.5% | $170,435-83.2% | $62,293-54.1% |
| Participation rate | 87.5% | 66.4%+21.1pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 14.48% | 21.38%-6.9pp | 205.94%-191.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,193 | $2,164-44.9% | $5,432-78.0% | $2,042-41.6% |
| Participant deferral / active EE | $3,090 | $2,303+34.2% | $4,939-37.4% | $3,169-2.5% |
| Admin fee / account holder | $129 | $455-71.7% | $13,881-99.1% | $479-73.1% |