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 | $23,104 |
ASPERIA INC2 years Filed as: ASPERIA, INC. Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $13,555 |
PARK AVENUE SECURITIES LLC3 years Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $9,503 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA ASCENSUS LLC Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $360 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,148 | $56,443-94.4% | $83,830-96.2% | $55,725-94.4% |
| Participation rate | 93.7% | 72.0%+21.6pp | 76.1%+17.5pp | 70.9%+22.8pp |
| Annual return | -12.87% | 393.67%-406.5pp | 850.97%-863.8pp | 244.93%-257.8pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,138 | $2,965-27.9% | $4,082-47.6% | $3,356-36.3% |
| Admin fee / account holder | $30 | $156-81.0% | $5,479-99.5% | $115-74.2% |