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 13 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Contract Administrator | $680 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $15,091 | $75,388-80.0% | $123,549-87.8% | $55,725-72.9% |
| Participation rate | 3.2% | 75.7%-72.4pp | 82.3%-79.0pp | 70.9%-67.6pp |
| Annual return | 21.41% | 4.48%+16.9pp | 119.20%-97.8pp | 244.93%-223.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $567 | $5,651-90.0% | $6,426-91.2% | $3,356-83.1% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |