Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,440 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $17,295 |
Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, MD 20866 | Contract Administrator | $1,000 |
Filed as: EMPOWER RETIREMENT ADV SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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 | $15,412 | $155,795-90.1% | $136,298-88.7% | $69,631-77.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 931.19% | 232464.33%-231533.1pp | 5156.27%-4225.1pp | 27571.02%-26639.8pp |
| Employer contribution / active EE | $3,992 | $2,991+33.5% | $4,696-15.0% | $2,032+96.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $96 | $128-25.0% | $9,244-99.0% | $110-12.9% |