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 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,561 |
Service code 27 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $72,399 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,005 |
ASSOCIATED PENSION CONSULTANTS8+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $3,045 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,380 | $82,188+55.0% | $125,391+1.6% | $64,824+96.5% |
| Participation rate | 87.4% | 77.9%+9.5pp | 82.4%+5.0pp | 71.5%+15.9pp |
| Annual return | 11.36% | 3.50%+7.9pp | 572.41%-561.1pp | 32.84%-21.5pp |
| Employer contribution / active EE | $2,915 | $3,617-19.4% | $4,816-39.5% | $2,507+16.3% |
| Participant deferral / active EE | $9,966 | $7,177+38.9% | $7,448+33.8% | $4,311+131.2% |
| Admin fee / account holder | $265 | $163+62.5% | $10,009-97.3% | $188+41.3% |