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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $100,516 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $71,751 |
Service code 13 511 SCHOOL HOUSE RD · KENNETT SQUARE, PA 19348 | Contract Administrator | $21,448 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,114 | $104,336-62.5% | $159,474-75.5% | $86,821-54.9% |
| Participation rate | 81.5% | 77.7%+3.8pp | 82.8%-1.3pp | 72.3%+9.2pp |
| Annual return | 24.49% | 26.32%-1.8pp | 263.68%-239.2pp | 97.94%-73.4pp |
| Employer contribution / active EE | $3,344 | $3,451-3.1% | $4,831-30.8% | $2,406+39.0% |
| Participant deferral / active EE | $6,148 | $6,837-10.1% | $7,353-16.4% | $4,132+48.8% |
| Admin fee / account holder | $171 | $172-1.0% | $10,802-98.4% | $170+0.6% |