Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,652 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,606 |
KKDLY LLC1+ years Filed as: KKDLY CPAS Service code 10 · EIN 99-0292355 745 FORT ST SUITE 2100 · HONOLULU, HI 96813 | Accounting | $10,417 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $79,078 | $31,388+151.9% | $73,550+7.5% | $62,293+26.9% |
| Participation rate | 60.0% | 39.9%+20.1pp | 54.9%+5.1pp | 69.5%-9.5pp |
| Annual return | 12.36% | 25.34%-13.0pp | -15.16%+27.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $936 | $498+88.0% | $1,219-23.2% | $2,042-54.2% |
| Participant deferral / active EE | $3,263 | $1,028+217.2% | $1,804+80.8% | $3,169+2.9% |
| Admin fee / account holder | $171 | $299-42.7% | $2,320-92.6% | $479-64.2% |