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 CO Service code 15 · EIN 84-0467907 | Recordkeeping | $456,974 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $388,136 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $93,578 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE PRAIRIE GROUP LLC Service code 50 · EIN 76-0701903 | Direct Payment | $58,000 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER, JOHNSON, SNELL & CUMMINSKEY Service code 29 · EIN 38-1603110 | Legal | $43,468 |
BDO USA, LLP1+ years Filed as: BDOSEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $35,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Direct pa... | $22,067 |
GRANDVILLE PRINTING1+ years Service code 36 · EIN 38-1852255 | Direct payment from the plan; Copying... | $9,645 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 50 · EIN 34-1820650 | Direct Payment | $6,600 |
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $210,558 | $80,211+162.5% | $74,184+183.8% | $63,975+229.1% |
| Participation rate | 99.5% | 84.2%+15.3pp | 76.6%+22.8pp | 71.1%+28.3pp |
| Annual return | -6.63% | 14.13%-20.8pp | 17.74%-24.4pp | 48.65%-55.3pp |
| Employer contribution / active EE | $6,141 | $2,553+140.5% | $2,370+159.1% | $2,182+181.5% |
| Participant deferral / active EE | $7,400 | $4,370+69.3% | $3,550+108.5% | $3,356+120.5% |
| Admin fee / account holder | $182 | $67+170.6% | $5,586-96.7% | $70+158.2% |