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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,693 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $7,950 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $7,284 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,195 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $5,000 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $61 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,707 | $60,545-24.5% | $92,240-50.4% | $69,631-34.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 18.18% | 19.71%-1.5pp | 176.29%-158.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $181 | $2,633-93.1% | $3,680-95.1% | $2,032-91.1% |
| Participant deferral / active EE | $3,416 | $2,828+20.8% | $3,897-12.3% | $3,224+6.0% |
| Admin fee / account holder | $144 | $145-0.2% | $5,194-97.2% | $110+30.8% |