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 Service code 64 8525 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,263 |
Filed as: AUSTIN FIDUCIARY LIMITED Service code 49 119 ELAINE DRIVE · OCEANSIDE, NY 11572 | Other Services | $0 |
QP ADVISORY LLC1 year Filed as: IC ADVISORY INC. Service code 49 P O BOX 770 · BEDMINSTER, NJ 07921 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,753 | $85,199-86.2% | $57,196-79.5% | $63,975-81.6% |
| Participation rate | 58.0% | 74.0%-16.0pp | 75.3%-17.3pp | 71.1%-13.1pp |
| Annual return | 7.53% | 10.43%-2.9pp | 14.59%-7.1pp | 48.65%-41.1pp |
| Employer contribution / active EE | $469 | $3,446-86.4% | $2,683-82.5% | $2,182-78.5% |
| Participant deferral / active EE | $622 | $3,109-80.0% | $3,096-79.9% | $3,356-81.5% |
| Admin fee / account holder | $66 | $39+70.0% | $3,141-97.9% | $70-6.8% |