Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,772 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,608 |
Filed as: RETIREMENT PLANNING SRVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $3,250 |
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 | $23,616 | $37,196-36.5% | $154,108-84.7% | $55,725-57.6% |
| Participation rate | 51.0% | 64.1%-13.1pp | 83.0%-32.1pp | 70.9%-19.9pp |
| Annual return | -5.26% | 1319.68%-1324.9pp | 735.21%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $522 | $1,614-67.7% | $5,298-90.2% | $2,078-74.9% |
| Participant deferral / active EE | $2,096 | $2,068+1.3% | $5,081-58.7% | $3,356-37.5% |
| Admin fee / account holder | $184 | $102+81.3% | $13,411-98.6% | $115+59.9% |