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: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,681 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,464 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $950 |
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 | $53,635 | $66,319-19.1% | $93,621-42.7% | $65,185-17.7% |
| Participation rate | 84.2% | 74.0%+10.2pp | 75.8%+8.3pp | 70.2%+14.0pp |
| Annual return | 23.58% | 42.59%-19.0pp | 32.76%-9.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $675 | $2,013-66.5% | $2,719-75.2% | $2,177-69.0% |
| Participant deferral / active EE | $2,605 | $3,343-22.1% | $4,070-36.0% | $3,514-25.9% |
| Admin fee / account holder | $172 | $6,900-97.5% | $7,890-97.8% | $847-79.7% |