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 | $2,795 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $1,653 |
ASSOCIATED PENSION CONSULTANTS6+ years Service code 13 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $839 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,866 | $37,446+46.5% | $77,513-29.2% | $79,852-31.3% |
| Participation rate | 13.2% | 41.5%-28.3pp | 54.2%-41.0pp | 69.6%-56.5pp |
| Annual return | 7.12% | 39.76%-32.6pp | 54.81%-47.7pp | 31.72%-24.6pp |
| Employer contribution / active EE | $57 | $637-91.1% | $987-94.2% | $2,471-97.7% |
| Participant deferral / active EE | $394 | $1,261-68.7% | $1,861-78.8% | $3,740-89.5% |
| Admin fee / account holder | $188 | $2,506-92.5% | $2,859-93.4% | $5,306-96.4% |