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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 | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,450 | $107,378-88.4% | $108,582-88.5% | $57,658-78.4% |
| Participation rate | 3.0% | 77.1%-74.1pp | 79.6%-76.5pp | 70.2%-67.2pp |
| Annual return | 9.87% | 12.80%-2.9pp | -51.70%+61.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $115 | $3,221-96.4% | $4,311-97.3% | $3,061-96.2% |
| Admin fee / account holder | $25 | $108-77.2% | $7,645-99.7% | $95-73.8% |