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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 | $15,379 |
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 | $65,337 | $58,888+11.0% | $178,499-63.4% | $73,493-11.1% |
| Participation rate | 71.1% | 66.2%+4.9pp | 81.9%-10.8pp | 70.7%+0.4pp |
| Annual return | 12.72% | 24.86%-12.1pp | 151.10%-138.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,639 | $2,236-26.7% | $5,011-67.3% | $2,270-27.8% |
| Participant deferral / active EE | $4,305 | $2,568+67.6% | $5,202-17.2% | $3,740+15.1% |
| Admin fee / account holder | $147 | $400-63.2% | $13,986-98.9% | $513-71.3% |