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 | $751 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $452 |
GROUP HEALTH & BENEFIT ADMIN1+ years Filed as: GROUP HEALTH & BENEFIT ADMIN., INC. Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $60 |
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 | $1,471 | $50,464-97.1% | $75,784-98.1% | $52,331-97.2% |
| Participation rate | 91.4% | 66.8%+24.6pp | 75.8%+15.6pp | 68.1%+23.3pp |
| Annual return | 0.00% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,608 | $2,570-37.4% | $3,652-56.0% | $3,022-46.8% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,300-99.9% | $592-99.2% |