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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST- GREAT WEST LIFE & ANNUITY Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,671 |
THE BENEFIT PRACTICE1 year Service code 13 | Contract Administrator | $12,000 |
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 | $141,436 | $74,089+90.9% | $133,975+5.6% | $55,167+156.4% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.1%+9.2pp | 69.0%+27.2pp |
| Annual return | 15.68% | 12.11%+3.6pp | 29.29%-13.6pp | 169.23%-153.6pp |
| Employer contribution / active EE | $7,821 | $3,064+155.3% | $5,211+50.1% | $1,963+298.5% |
| Participant deferral / active EE | $14,431 | $4,678+208.5% | $6,282+129.7% | $3,054+372.5% |
| Admin fee / account holder | $111 | $458-75.8% | $9,324-98.8% | $504-78.0% |