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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 | $13,839 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 35-2552359 | Other Fees | $12,500 |
SBSF1 year Service code 13 · EIN 27-3232902 | Contract Administrator | $3,471 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $850 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,869-100.0% | $96,575-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | -96.53% | 50.49%-147.0pp | 37.79%-134.3pp | 478.71%-575.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |