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 INSURANCE Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,702 |
WOODBURY FINANCIAL SERVICES4 years Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $13,443 |
Service code 13 | Contract Administrator | $6,093 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON ST STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $1,875 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $451 |
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 | $46,541 | $65,376-28.8% | $87,102-46.6% | $65,185-28.6% |
| Participation rate | 91.4% | 75.3%+16.1pp | 76.9%+14.5pp | 70.2%+21.2pp |
| Annual return | 25.68% | 31.27%-5.6pp | 28.19%-2.5pp | 29.38%-3.7pp |
| Employer contribution / active EE | $540 | $1,822-70.4% | $2,521-78.6% | $2,177-75.2% |
| Participant deferral / active EE | $3,297 | $3,388-2.7% | $4,048-18.6% | $3,514-6.2% |
| Admin fee / account holder | $181 | $520-65.2% | $7,491-97.6% | $847-78.6% |