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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 | $10,017 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $9,549 |
FLEXPATH STRATEGIES, LLC2 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,350 | $65,092-65.7% | $143,799-84.5% | $66,938-66.6% |
| Participation rate | 29.7% | 65.2%-35.5pp | 80.3%-50.6pp | 69.8%-40.1pp |
| Annual return | -15.22% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $300 | $2,362-87.3% | $4,952-93.9% | $2,545-88.2% |
| Participant deferral / active EE | $2,008 | $2,920-31.2% | $5,638-64.4% | $4,238-52.6% |
| Admin fee / account holder | $164 | $502-67.5% | $14,677-98.9% | $594-72.4% |