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 | $6,032 |
UNITED BENEFIT PENSIONS INC.2+ years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 35 PINELAWN RD, SUITE 103E · MELVILLE, NY 11747 | Contract Administrator | $1,876 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $1,652 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INC MORNINGSTAR Service code 99 ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $167 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,646 | $48,364-82.1% | $71,796-88.0% | $62,881-86.2% |
| Participation rate | 42.0% | 60.6%-18.6pp | 69.1%-27.1pp | 69.3%-27.3pp |
| Annual return | 4.40% | 13.16%-8.8pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,171 | $2,091-44.0% | $2,794-58.1% | $3,203-63.4% |
| Admin fee / account holder | $52 | $3,771-98.6% | $4,815-98.9% | $4,296-98.8% |