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 |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,139 |
GOLDLEAF PARTNERS4+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $8,289 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,532 |
Filed as: ADVISED ASSET GROUP Service code 28 PO BOX 8068515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,568 | $89,652-22.4% | $141,191-50.7% | $65,185+6.7% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.5%-16.8pp | 70.2%-4.5pp |
| Annual return | 22.88% | 32.79%-9.9pp | 71.41%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,754 | $3,065-10.2% | $4,736-41.9% | $2,177+26.5% |
| Participant deferral / active EE | $5,811 | $5,691+2.1% | $6,710-13.4% | $3,514+65.4% |
| Admin fee / account holder | $63 | $569-89.0% | $10,264-99.4% | $847-92.6% |