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 |
|---|---|---|
WEALTHSPIRE RETIREMENT INC.1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,215 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,607 |
OMEGA PENSIONS INC11+ years Service code 13 812 HURON ROAD STE 670 · CLEVELAND, OH 44115 | Contract Administrator | $9,000 |
GREAT-WEST LIFE & ANNUITY INSURANCE11+ years Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,464 | $106,749+169.3% | $145,433+97.7% | $82,448+248.7% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 13.71% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $7,327 | $3,444+112.7% | $4,554+60.9% | $2,551+187.2% |
| Participant deferral / active EE | $12,132 | $6,519+86.1% | $7,897+53.6% | $4,139+193.1% |
| Admin fee / account holder | $37,991 | $8,390+352.8% | $13,129+189.4% | $7,234+425.1% |