Filed July 18, 2024
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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,395 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $9,498 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $3,364 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $671 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEYLLC Service code 55 | Other Commissions | $623 |
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 | $35,746 | $52,639-32.1% | $185,117-80.7% | $62,293-42.6% |
| Participation rate | 94.3% | 63.9%+30.4pp | 77.3%+17.0pp | 69.5%+24.8pp |
| Annual return | 17.12% | 19.57%-2.5pp | 40.50%-23.4pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,508 | $1,483+1.7% | $4,182-63.9% | $2,042-26.1% |
| Participant deferral / active EE | $2,579 | $3,097-16.7% | $5,045-48.9% | $3,169-18.6% |
| Admin fee / account holder | $110 | $374-70.4% | $8,159-98.6% | $479-77.0% |