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 | $96,690 |
ALTFEST PERSONAL WEALTH MGMT4+ years Service code 71 425 PARK AVE 24TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $5,653 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,753 | $62,267+58.6% | $110,243-10.4% | $55,725+77.2% |
| Participation rate | 68.4% | 78.1%-9.8pp | 79.8%-11.5pp | 70.9%-2.5pp |
| Annual return | -0.16% | -1.07%+0.9pp | 314.76%-314.9pp | 244.93%-245.1pp |
| Employer contribution / active EE | $1,668 | $1,941-14.1% | $3,827-56.4% | $2,078-19.8% |
| Participant deferral / active EE | $4,331 | $3,516+23.2% | $4,672-7.3% | $3,356+29.1% |
| Admin fee / account holder | $320 | $121+164.5% | $8,548-96.3% | $115+177.7% |