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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 | $11,719 |
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 | $35,752 | $66,813-46.5% | $100,535-64.4% | $73,497-51.4% |
| Participation rate | 64.6% | 77.5%-12.8pp | 79.4%-14.8pp | 70.7%-6.0pp |
| Annual return | 25.56% | 25.70%-0.1pp | 30.90%-5.3pp | 28.51%-3.0pp |
| Employer contribution / active EE | $2,359 | $2,147+9.9% | $3,419-31.0% | $2,270+3.9% |
| Participant deferral / active EE | $4,901 | $5,883-16.7% | $6,271-21.9% | $3,740+31.0% |
| Admin fee / account holder | $78 | $512-84.8% | $8,085-99.0% | $513-84.8% |