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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 | $12,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,598 | $58,655-52.9% | $91,994-70.0% | $65,186-57.7% |
| Participation rate | 65.3% | 75.3%-9.9pp | 78.6%-13.3pp | 70.2%-4.9pp |
| Annual return | 85.00% | 33.92%+51.1pp | 69.04%+16.0pp | 29.39%+55.6pp |
| Employer contribution / active EE | $2,374 | $2,080+14.1% | $3,453-31.2% | $2,177+9.1% |
| Participant deferral / active EE | $4,950 | $5,474-9.6% | $5,924-16.4% | $3,514+40.9% |
| Admin fee / account holder | $87 | $434-79.9% | $7,744-98.9% | $847-89.7% |