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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 | $44,098 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBAFUTUREPLAN Service code 13 101 W BROADWAY · SAN DEIGO, CA 92101 | Contract Administrator | $3,360 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 | Contract Administrator | $2,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,806 | $106,236-92.7% | $112,249-93.0% | $64,819-88.0% |
| Participation rate | 93.3% | 71.7%+21.7pp | 75.1%+18.3pp | 71.5%+21.9pp |
| Annual return | -18.94% | -6.02%-12.9pp | 27.48%-46.4pp | 32.84%-51.8pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,560 | $3,785-5.9% | $4,729-24.7% | $4,311-17.4% |
| Admin fee / account holder | $102 | $452-77.4% | $6,412-98.4% | $188-45.8% |