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 INSURANCE Service code 38 · EIN 84-0467907 | Participant Communication | $134,580 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $7,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,944 | $88,770-9.9% | $109,163-26.8% | $93,010-14.0% |
| Participation rate | 47.3% | 81.5%-34.2pp | 75.9%-28.6pp | 73.9%-26.6pp |
| Annual return | 14.72% | 60.64%-45.9pp | 25.75%-11.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,564 | $3,780-58.6% | $3,723-58.0% | $2,705-42.2% |
| Participant deferral / active EE | $3,166 | $3,630-12.8% | $4,654-32.0% | $4,561-30.6% |
| Admin fee / account holder | $128 | $172-25.4% | $6,754-98.1% | $152-15.3% |