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 Service code 15 · EIN 84-0467907 | Recordkeeping | $25,822 |
CPS BENEFITS1 year Filed as: CPS EMPLOYER BENEFITS INSURANCE SOL Service code 26 · EIN 20-8421265 | Advisory (Participants) | $8,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,099 |
HICKS PENSION SERVICES2 years Service code 99 · EIN 77-0155091 | Other Fees | $1,275 |
CPS BENEFITS1 year Filed as: CPS EMPLOYER BENEFITS INSURANCE Service code 99 · EIN 20-8421265 | Other Fees | $973 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,393 | $79,438-7.6% | $106,551-31.1% | $79,393-7.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 76.1%+11.4pp | 70.7%+16.8pp |
| Annual return | 12.33% | 18.27%-5.9pp | 26.80%-14.5pp | 116.87%-104.5pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,251 | $3,824+11.2% | $4,398-3.4% | $4,046+5.1% |
| Admin fee / account holder | $599 | $523+14.6% | $7,408-91.9% | $627-4.4% |