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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $551,348 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $298,639 |
KBF CPAS LLP1 year Service code 10 111 SW 5TH AVE STE 1850 · PORTLAND, OR 97204 | Accounting | $18,000 |
COWEN & COMPANY LLC2 years Service code 71 · EIN 84-1702964 | Brokerage Fees | $17,674 |
Filed as: GWFS EQUITIES INC Service code 28 · EIN 84-0965407 | Investment Management | $775 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,618 | $134,619+29.0% | $111,319+56.0% | $101,555+71.0% |
| Participation rate | 96.1% | 89.0%+7.1pp | 77.3%+18.8pp | 74.5%+21.6pp |
| Annual return | 42.93% | 17.96%+25.0pp | 54.68%-11.7pp | 21.00%+21.9pp |
| Employer contribution / active EE | $4,821 | $3,829+25.9% | $2,732+76.5% | $2,972+62.2% |
| Participant deferral / active EE | $12,110 | $6,572+84.3% | $4,488+169.9% | $4,874+148.5% |
| Admin fee / account holder | $103 | $86+19.7% | $7,966-98.7% | $139-25.9% |