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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $37,270 |
Filed as: PARK AVENUE SECURITIES Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $7,496 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $3,647 |
Service code 55 | Other Commissions | $652 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
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 | $24,015 | $47,977-49.9% | $154,108-84.4% | $56,289-57.3% |
| Participation rate | 81.5% | 66.2%+15.4pp | 83.0%-1.5pp | 69.9%+11.7pp |
| Annual return | -2.20% | 3.54%-5.7pp | 735.21%-737.4pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,602 | $2,169-26.1% | $5,298-69.8% | $2,111-24.1% |
| Participant deferral / active EE | $2,424 | $2,392+1.3% | $5,081-52.3% | $3,350-27.6% |
| Admin fee / account holder | $219 | $438-50.0% | $13,411-98.4% | $521-57.9% |