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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 85815 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $101 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,332 | $60,139-13.0% | $90,461-42.1% | $79,856-34.5% |
| Participation rate | 83.1% | 65.0%+18.1pp | 72.7%+10.4pp | 69.6%+13.4pp |
| Annual return | 6.22% | 71.96%-65.7pp | 1294.76%-1288.5pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,552 | $2,939+122.9% | $3,964+65.3% | $3,741+75.2% |
| Admin fee / account holder | $5 | $3,978-99.9% | $5,617-99.9% | $5,306-99.9% |