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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,710 |
Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $28,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,601 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 | Contract Administrator | $5,613 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,806 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,592 | $49,468-86.7% | $150,298-95.6% | $103,975-93.7% |
| Participation rate | 52.3% | 58.1%-5.8pp | 77.8%-25.4pp | 72.5%-20.2pp |
| Annual return | 11.99% | 38.98%-27.0pp | 62.79%-50.8pp | 19.41%-7.4pp |
| Employer contribution / active EE | $490 | $1,670-70.7% | $4,154-88.2% | $3,722-86.8% |
| Participant deferral / active EE | $597 | $2,650-77.5% | $5,453-89.0% | $5,343-88.8% |
| Admin fee / account holder | $60 | $385-84.4% | $14,116-99.6% | $332-82.0% |