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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,974 |
Service code 55 200 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Other Commissions | $4,983 |
Service code 13 1407 FOULK ROAD · WILMINGTON, DE 198032755 | Contract Administrator | $2,492 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 55 400 FIRST STREET SOUTH · ST. CLOUD, MN 56301 | Other Commissions | $909 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,604 | $54,368-54.7% | $117,039-79.0% | $62,293-60.5% |
| Participation rate | 25.9% | 64.9%-39.1pp | 77.2%-51.3pp | 69.5%-43.7pp |
| Annual return | 9.61% | 21.77%-12.2pp | 18.95%-9.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $317 | $1,692-81.2% | $3,785-91.6% | $2,042-84.5% |
| Participant deferral / active EE | $765 | $2,269-66.3% | $3,929-80.5% | $3,169-75.9% |
| Admin fee / account holder | $150 | $493-69.7% | $5,974-97.5% | $479-68.8% |