Filed July 1, 2024 (most recent of 4 filings on file)
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: PALMER COLLEGE FOUNDATION Service code 99 1000 BRADY ST · DAVENPORT, IA 52803 | Other Fees | $42,110 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,695 |
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 | $109,517 | $84,948+28.9% | $70,476+55.4% | $73,412+49.2% |
| Participation rate | 95.2% | 79.9%+15.3pp | 75.1%+20.2pp | 72.2%+23.1pp |
| Annual return | 14.82% | 13.39%+1.4pp | 109.12%-94.3pp | 59.30%-44.5pp |
| Employer contribution / active EE | $4,742 | $2,834+67.3% | $2,738+73.2% | $2,234+112.3% |
| Participant deferral / active EE | $5,161 | $3,387+52.4% | $3,710+39.1% | $3,806+35.6% |
| Admin fee / account holder | $179 | $98+82.7% | $3,847-95.3% | $158+13.5% |