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 | $51,601 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,870 |
Filed as: KRAVITZ, LLC Service code 17 | Pension Consulting | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,570 | $29,369+4.1% | $77,513-60.6% | $73,412-58.4% |
| Participation rate | 27.9% | 37.9%-10.0pp | 54.2%-26.3pp | 72.2%-44.2pp |
| Annual return | 14.55% | 358.15%-343.6pp | 54.81%-40.3pp | 59.30%-44.7pp |
| Employer contribution / active EE | $657 | $406+61.8% | $987-33.4% | $2,234-70.6% |
| Participant deferral / active EE | $1,094 | $941+16.3% | $1,861-41.2% | $3,806-71.2% |
| Admin fee / account holder | $196 | $123+59.8% | $2,859-93.1% | $158+24.2% |