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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 50 · EIN 84-0467907 | Direct Payment | $43,825 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,819 |
Filed as: KRAVITZ, LLC Service code 17 C/O FUTUREPLAN ENCINO · KSNSAS CITY, MO 64121 | Pension Consulting | $8,106 |
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 | $24,727 | $25,302-2.3% | $74,719-66.9% | $67,579-63.4% |
| Participation rate | 24.9% | 37.8%-13.0pp | 54.5%-29.6pp | 71.3%-46.4pp |
| Annual return | 21.13% | 10291.17%-10270.0pp | 753.05%-731.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $487 | $446+9.2% | $1,084-55.0% | $2,148-77.3% |
| Participant deferral / active EE | $827 | $954-13.3% | $1,963-57.9% | $3,539-76.6% |
| Admin fee / account holder | $223 | $108+107.2% | $3,334-93.3% | $142+56.8% |