Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $131,277 |
ALPHA PENSION GROUP, INC.3+ years Service code 50 70 WESTVIEW ST · LEXINGTON, MA 02421 | Direct Payment | $30,000 |
Service code 49 · EIN 04-6374631 | Other Services | $26,606 |
ELEANOR PERRY3+ years Service code 13 · EIN 04-1280745 16 SEVER STREET · BOSTON, MA 02129 | Contract Administrator | $20,606 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $20,000 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $15,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,133 | $41,467+42.6% | $67,313-12.2% | $55,725+6.1% |
| Participation rate | 97.0% | 62.5%+34.5pp | 69.1%+27.9pp | 70.9%+26.1pp |
| Annual return | 11.94% | 0.82%+11.1pp | -4.08%+16.0pp | 244.93%-233.0pp |
| Employer contribution / active EE | $4,083 | $1,316+210.2% | $2,566+59.1% | $2,078+96.5% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $130 | $102+27.6% | $4,507-97.1% | $115+13.1% |