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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,474 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,958 | $69,159-63.9% | $125,195-80.1% | $67,582-63.1% |
| Participation rate | 51.7% | 78.2%-26.5pp | 79.8%-28.1pp | 71.3%-19.6pp |
| Annual return | 26.87% | 27.12%-0.3pp | 43.79%-16.9pp | 378.57%-351.7pp |
| Employer contribution / active EE | $1,125 | $2,023-44.4% | $3,866-70.9% | $2,148-47.6% |
| Participant deferral / active EE | $2,187 | $3,700-40.9% | $4,937-55.7% | $3,539-38.2% |
| Admin fee / account holder | $53 | $142-62.7% | $9,704-99.5% | $142-62.9% |