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 |
|---|---|---|
Service code 27 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Plan) | $13,966 |
Service code 13 · EIN 26-3465772 | Contract Administrator | $7,790 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,667 |
Filed as: GREAT WEST LIFE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $0 |
MGROUP4 years Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,216 | $72,273-66.5% | $101,275-76.1% | $79,856-69.7% |
| Participation rate | 81.0% | 68.5%+12.6pp | 75.8%+5.2pp | 69.6%+11.4pp |
| Annual return | 11.44% | 22.30%-10.9pp | 46.48%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $16,160 | $2,691+500.5% | $3,660+341.5% | $2,471+553.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $202 | $4,401-95.4% | $5,948-96.6% | $5,306-96.2% |