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: ALLIANT INSURANCE SERVICES INC Service code 13 | Contract Administrator | $13,052 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,899 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,536 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $4,985 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10019 | Contract Administrator | $3,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $879 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,081 | $60,454-83.3% | $81,844-87.7% | $74,459-86.5% |
| Participation rate | 91.2% | 63.0%+28.2pp | 72.4%+18.8pp | 67.2%+24.0pp |
| Annual return | 16.18% | 16.87%-0.7pp | 778.87%-762.7pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $193 | $2,630-92.7% | $2,916-93.4% | $2,626-92.7% |
| Participant deferral / active EE | $1,143 | $3,398-66.4% | $4,323-73.6% | $4,350-73.7% |
| Admin fee / account holder | $182 | $1,490-87.8% | $7,355-97.5% | $1,945-90.7% |