Filed February 18, 2020
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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $85,748 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,449 |
Filed as: MML INVESTORES SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $9,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,822 | $65,092-18.9% | $143,799-63.3% | $66,938-21.1% |
| Participation rate | 95.6% | 65.2%+30.4pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -15.81% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,897 | $2,362-19.7% | $4,952-61.7% | $2,545-25.5% |
| Participant deferral / active EE | $4,020 | $2,920+37.7% | $5,638-28.7% | $4,238-5.1% |
| Admin fee / account holder | $484 | $502-3.7% | $14,677-96.7% | $594-18.5% |