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 AND ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $23,234 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,879 |
CONSULTING ACTUARIAL GROUP, INC.5+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $0 |
HORNOR TOWNSEND & KENT INC5+ years Filed as: HORNOR TOWNSEND AND KENT Service code 55 600 DRESSHER ROAD · HORSHAM, CA 19044 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,601 | $54,237+46.8% | $90,300-11.8% | $67,579+17.8% |
| Participation rate | 38.1% | 68.6%-30.5pp | 73.3%-35.2pp | 71.3%-33.2pp |
| Annual return | 19.58% | 37.27%-17.7pp | 78.11%-58.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,091 | $2,625+55.9% | $3,884+5.3% | $3,539+15.6% |
| Admin fee / account holder | $120 | $123-2.8% | $5,353-97.8% | $142-15.7% |