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: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $152,451 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $77,342 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $8,550 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 | Recordkeeping | $0 |
Filed as: GREAT-WESTLIFE& ANNUITY INS. CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $226,402 | $86,791+160.9% | $115,038+96.8% | $59,188+282.5% |
| Participation rate | 83.5% | 72.8%+10.7pp | 81.4%+2.2pp | 69.4%+14.1pp |
| Annual return | -0.84% | 4.44%-5.3pp | 26.14%-27.0pp | 5.51%-6.3pp |
| Employer contribution / active EE | $5,235 | $2,950+77.5% | $4,608+13.6% | $2,098+149.5% |
| Participant deferral / active EE | $9,798 | $5,298+85.0% | $6,026+62.6% | $3,265+200.1% |
| Admin fee / account holder | $76 | $95-19.5% | $8,175-99.1% | $92-17.1% |