Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $162,109 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 6300 S SYRACUSE WAY · CONTENNIAL, CO 80111 | Consulting | $53,106 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $36,719 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $15,747 |
ICEMILLER1 year Service code 27 200 W MADISON STREET · CHICAGO, IL 60606 | Advisory (Plan) | $8,432 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,219 | $77,197+64.8% | $86,645+46.8% | $93,010+36.8% |
| Participation rate | 87.9% | 78.2%+9.7pp | 71.7%+16.3pp | 73.9%+14.0pp |
| Annual return | 69.13% | 16.31%+52.8pp | 63.52%+5.6pp | 158.70%-89.6pp |
| Employer contribution / active EE | $4,594 | $2,514+82.7% | $2,496+84.1% | $2,705+69.8% |
| Participant deferral / active EE | $4,715 | $3,831+23.1% | $3,700+27.4% | $4,561+3.4% |
| Admin fee / account holder | $91 | $105-13.4% | $5,830-98.4% | $152-40.1% |