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: KRAVITZ, INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $7,815 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,484 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,705 | $28,416-20.1% | $73,550-69.1% | $69,631-67.4% |
| Participation rate | 33.5% | 38.3%-4.9pp | 54.9%-21.5pp | 70.7%-37.2pp |
| Annual return | 17.90% | -694.13%+712.0pp | -15.16%+33.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $609 | $430+41.4% | $1,219-50.1% | $2,032-70.0% |
| Participant deferral / active EE | $1,054 | $897+17.6% | $1,804-41.6% | $3,224-67.3% |
| Admin fee / account holder | $50 | $104-52.6% | $2,320-97.9% | $110-55.2% |