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 64 · EIN 84-0467907 | Recordkeeping Fees | $42,894 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,046 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $7,234 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,983 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,863 | $37,196-30.5% | $154,111-83.2% | $55,725-53.6% |
| Participation rate | 41.9% | 64.1%-22.2pp | 83.0%-41.2pp | 70.9%-29.0pp |
| Annual return | -6.06% | 1319.68%-1325.7pp | 735.18%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $714 | $1,614-55.8% | $5,298-86.5% | $2,078-65.7% |
| Participant deferral / active EE | $1,098 | $2,068-46.9% | $5,081-78.4% | $3,356-67.3% |
| Admin fee / account holder | $149 | $102+46.3% | $13,411-98.9% | $115+29.0% |