Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $101,433 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $31,660 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 | Advisory (Plan) | $31,660 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,772 | $105,210+145.0% | $159,487+61.6% | $85,851+200.3% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 13.67% | 45.08%-31.4pp | 263.71%-250.0pp | 318.63%-305.0pp |
| Employer contribution / active EE | $4,564 | $3,319+37.5% | $4,831-5.5% | $2,565+77.9% |
| Participant deferral / active EE | $7,182 | $5,946+20.8% | $7,354-2.3% | $3,952+81.7% |
| Admin fee / account holder | $730 | $6,934-89.5% | $10,804-93.2% | $6,261-88.3% |