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 INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $28,289 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $6,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,605 | $58,828-32.7% | $78,002-49.2% | $62,881-37.0% |
| Participation rate | 58.4% | 71.1%-12.6pp | 75.5%-17.1pp | 69.3%-10.9pp |
| Annual return | 6.44% | 17.16%-10.7pp | 425.99%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $33 | $1,672-98.0% | $2,470-98.7% | $2,281-98.6% |
| Participant deferral / active EE | $763 | $2,686-71.6% | $3,497-78.2% | $3,203-76.2% |
| Admin fee / account holder | $364 | $4,393-91.7% | $5,481-93.4% | $4,296-91.5% |