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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,900 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $29,386 |
COASTAL PENSION SERVICES2 years Service code 13 | Contract Administrator | $10,000 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, ME 21046 | Contract Administrator | $3,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,430 | $77,816+17.5% | $123,549-26.0% | $64,181+42.5% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -5.75% | 12.49%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $14,462 | $3,014+379.8% | $4,628+212.5% | $2,381+507.5% |
| Participant deferral / active EE | $10,430 | $5,240+99.0% | $6,426+62.3% | $3,470+200.6% |
| Admin fee / account holder | $395 | $5,519-92.8% | $9,284-95.7% | $4,887-91.9% |