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. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,753 |
ATWATER MALICK LLC2 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $64,184 |
PA RETIREMENT SOLUTIONS, INC.3+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $18,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,759 | $46,173+51.1% | $170,435-59.1% | $69,631+0.2% |
| Participation rate | 92.5% | 63.9%+28.6pp | 83.6%+8.9pp | 70.7%+21.8pp |
| Annual return | 22.09% | 21.62%+0.5pp | 205.94%-183.8pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $2,393 | $1,610+48.7% | $5,432-56.0% | $2,032+17.7% |
| Participant deferral / active EE | $4,270 | $2,080+105.3% | $4,939-13.5% | $3,224+32.5% |
| Admin fee / account holder | $164 | $116+41.0% | $13,881-98.8% | $110+48.1% |