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: GREENBUSH FINANCIAL GROUP LLC Service code 27 159 WOLF RD STE 101 · ALBANY, NY 12205 | Advisory (Plan) | $40,201 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,004 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 100 PARK AVE 16TH FL · NEW YORK, NY 10017 | Contract Administrator | $11,897 |
Filed as: GWFS EQUITIES INC Service code 72 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
Filed as: GWFS EQUITIES INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,550 | $95,369-17.6% | $135,942-42.2% | $74,440+5.5% |
| Participation rate | 85.9% | 78.2%+7.7pp | 81.9%+4.0pp | 70.7%+15.2pp |
| Annual return | 20.05% | 32.72%-12.7pp | 68.28%-48.2pp | 34.37%-14.3pp |
| Employer contribution / active EE | $3,255 | $3,878-16.1% | $4,858-33.0% | $2,638+23.4% |
| Participant deferral / active EE | $5,482 | $7,788-29.6% | $7,759-29.3% | $4,529+21.0% |
| Admin fee / account holder | $266 | $2660% | $10,764-97.5% | $348-23.4% |