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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,428 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,102 |
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 | $25,985 | $80,753-67.8% | $136,298-80.9% | $62,293-58.3% |
| Participation rate | 90.4% | 73.5%+16.9pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 47.35% | 35.83%+11.5pp | 5156.27%-5108.9pp | 28.90%+18.4pp |
| Employer contribution / active EE | $777 | $2,884-73.0% | $4,696-83.4% | $2,042-61.9% |
| Participant deferral / active EE | $5,215 | $5,164+1.0% | $6,247-16.5% | $3,169+64.6% |
| Admin fee / account holder | $171 | $525-67.4% | $9,244-98.1% | $479-64.3% |