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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 | $2,702 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,707 | $49,451-88.5% | $79,580-92.8% | $66,938-91.5% |
| Participation rate | 92.7% | 61.3%+31.4pp | 69.5%+23.2pp | 69.8%+22.9pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.15%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $342 | $1,266-72.9% | $2,413-85.8% | $2,545-86.5% |
| Participant deferral / active EE | $3,691 | $3,159+16.9% | $3,985-7.4% | $4,238-12.9% |
| Admin fee / account holder | $22 | $595-96.3% | $6,835-99.7% | $594-96.3% |