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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $21,780 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,345 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,093 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Service code 13 · EIN 31-0800053 | Contract Administrator | $5,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,537 | $64,909-28.3% | $82,312-43.5% | $62,293-25.3% |
| Participation rate | 59.7% | 74.9%-15.2pp | 76.9%-17.2pp | 69.5%-9.9pp |
| Annual return | 12.79% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $377 | $1,676-77.5% | $2,428-84.5% | $2,042-81.5% |
| Participant deferral / active EE | $1,982 | $3,103-36.1% | $3,706-46.5% | $3,169-37.5% |
| Admin fee / account holder | $225 | $440-48.7% | $5,608-96.0% | $479-53.0% |