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 |
|---|---|---|
US BANCORP INVESTMENTS INC1+ years Service code 55 7TH AND WASHINGTON · ST LOUIS, MO 63101 | Other Commissions | $16,876 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,081 |
Service code 15 25 MERCHANT ST. STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $4,226 |
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 | $34,650 | $46,360-25.3% | $147,617-76.5% | $52,331-33.8% |
| Participation rate | 71.4% | 64.9%+6.5pp | 84.6%-13.2pp | 68.1%+3.3pp |
| Annual return | -1.34% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,596 | $2,126-24.9% | $5,564-71.3% | $1,882-15.2% |
| Participant deferral / active EE | $2,544 | $2,258+12.7% | $4,895-48.0% | $3,022-15.8% |
| Admin fee / account holder | $127 | $766-83.5% | $11,612-98.9% | $592-78.6% |