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 | $37,322 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,601 | $124,414-69.0% | $115,170-66.5% | $67,579-42.9% |
| Participation rate | 49.8% | 58.1%-8.2pp | 75.9%-26.1pp | 71.3%-21.5pp |
| Annual return | 19.32% | 29.40%-10.1pp | 35.60%-16.3pp | 378.56%-359.2pp |
| Employer contribution / active EE | $574 | $1,454-60.5% | $3,179-81.9% | $2,148-73.3% |
| Participant deferral / active EE | $2,314 | $2,331-0.7% | $4,169-44.5% | $3,539-34.6% |
| Admin fee / account holder | $244 | $361-32.6% | $7,089-96.6% | $142+71.3% |