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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 | $17,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,099 | $65,092-1.5% | $143,799-55.4% | $66,938-4.2% |
| Participation rate | 74.0% | 65.2%+8.8pp | 80.3%-6.3pp | 69.8%+4.2pp |
| Annual return | -14.81% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,147 | $2,362-9.1% | $4,952-56.6% | $2,545-15.6% |
| Participant deferral / active EE | $4,779 | $2,920+63.6% | $5,638-15.3% | $4,238+12.7% |
| Admin fee / account holder | $153 | $502-69.5% | $14,677-99.0% | $594-74.2% |