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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,340 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 | Other Commissions | $11,392 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 | Contract Administrator | $5,292 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158 |
NEW ENGLAND SECURITIES1+ years Filed as: NEW ENDGLAND SECURITIES Service code 55 · EIN 04-2436412 399 BOYLSTON STREET · BOSTON, MA 02116 | Other Commissions | $0 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 88 BOYD AVE. · EAST PROVIDENCWE, RI 02914 | Contract Administrator | $0 |
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 | $47,964 | $56,197-14.6% | $67,652-29.1% | $59,633-19.6% |
| Participation rate | 93.8% | 71.5%+22.3pp | 75.7%+18.1pp | 68.7%+25.1pp |
| Annual return | 0.97% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,012 | $1,615-37.3% | $2,266-55.3% | $2,203-54.1% |
| Participant deferral / active EE | $2,693 | $2,844-5.3% | $3,560-24.3% | $3,192-15.6% |
| Admin fee / account holder | $207 | $3,958-94.8% | $4,821-95.7% | $4,297-95.2% |