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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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 | $15,295 | $70,002-78.2% | $115,038-86.7% | $52,331-70.8% |
| Participation rate | 92.7% | 72.1%+20.6pp | 81.4%+11.3pp | 68.1%+24.6pp |
| Annual return | 1.38% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $758 | $2,715-72.1% | $4,608-83.5% | $1,882-59.7% |
| Participant deferral / active EE | $5,306 | $4,920+7.8% | $6,026-12.0% | $3,022+75.6% |
| Admin fee / account holder | $24 | $566-95.7% | $8,175-99.7% | $592-95.9% |