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 |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $18,604 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,421 | $61,166-40.5% | $185,849-80.4% | $79,391-54.1% |
| Participation rate | 78.8% | 66.6%+12.1pp | 81.7%-2.9pp | 70.7%+8.1pp |
| Annual return | 27.18% | 19.45%+7.7pp | 122.10%-94.9pp | 116.88%-89.7pp |
| Employer contribution / active EE | $1,885 | $2,321-18.8% | $5,169-63.5% | $2,428-22.4% |
| Participant deferral / active EE | $1,593 | $2,789-42.9% | $5,569-71.4% | $4,046-60.6% |
| Admin fee / account holder | $116 | $710-83.7% | $16,244-99.3% | $627-81.5% |