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 |
|---|---|---|
GAVION, LLC4 years Service code 27 · EIN 46-2642087 6000 POPLAR AVE, STE 325 · MEMPHIS, TN 38119 | Advisory (Plan) | $30,416 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,333 |
Service code 13 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Contract Administrator | $9,719 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,935 | $40,522-16.3% | $84,623-59.9% | $67,579-49.8% |
| Participation rate | 47.2% | 51.1%-3.9pp | 68.2%-21.1pp | 71.3%-24.1pp |
| Annual return | 22.52% | 32.72%-10.2pp | 258.77%-236.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $577 | $1,146-49.6% | $2,652-78.2% | $2,148-73.1% |
| Participant deferral / active EE | $2,335 | $2,132+9.5% | $3,899-40.1% | $3,539-34.0% |
| Admin fee / account holder | $205 | $145+40.8% | $4,913-95.8% | $142+43.8% |