Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,649 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $9,713 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,054 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $12,387 | $63,114-80.4% | $92,915-86.7% | $65,186-81.0% |
| Participation rate | 60.4% | 68.8%-8.4pp | 76.0%-15.6pp | 70.2%-9.8pp |
| Annual return | 19.84% | 28.75%-8.9pp | 109.45%-89.6pp | 29.39%-9.5pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,544 | $3,108-18.2% | $4,238-40.0% | $3,514-27.6% |
| Admin fee / account holder | $167 | $624-73.2% | $5,796-97.1% | $847-80.3% |