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: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,643 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP. Service code 55 | Other Commissions | $5,543 |
ATTEBERRY/SEARLE, INC.1 year Service code 13 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $2,771 |
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 | $11,175 | $50,898-78.0% | $171,082-93.5% | $55,167-79.7% |
| Participation rate | 65.1% | 63.3%+1.8pp | 76.7%-11.6pp | 69.0%-3.9pp |
| Annual return | 8.65% | 15.34%-6.7pp | 32.56%-23.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $115 | $1,433-92.0% | $4,002-97.1% | $1,963-94.2% |
| Participant deferral / active EE | $1,313 | $2,994-56.1% | $4,797-72.6% | $3,054-57.0% |
| Admin fee / account holder | $43 | $500-91.4% | $8,520-99.5% | $504-91.4% |