Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,781 |
Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $20,772 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,223 |
Filed as: PARK AVENUE SECURITIES, LLC Service code 55 7 HANOVER SQUARE · NEW YORK, NY 10004 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,451 | $55,449-45.1% | $83,831-63.7% | $56,289-45.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -8.49% | -1.38%-7.1pp | 850.99%-859.5pp | -9.96%+1.5pp |
| Employer contribution / active EE | $4,799 | $2,430+97.5% | $3,631+32.2% | $2,111+127.3% |
| Participant deferral / active EE | $4,973 | $2,935+69.4% | $4,082+21.8% | $3,350+48.4% |
| Admin fee / account holder | $364 | $656-44.5% | $5,479-93.4% | $521-30.1% |