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 |
|---|---|---|
GREAT WESTERN BANK2 years Service code 99 35 1ST AVENUE NE · WATERTOWN, SD 57201 | Other Fees | $10,926 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,108 | $80,753-78.8% | $136,297-87.4% | $62,293-72.5% |
| Participation rate | 76.9% | 73.5%+3.4pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 18.59% | 35.83%-17.2pp | 5156.19%-5137.6pp | 28.90%-10.3pp |
| Employer contribution / active EE | $358 | $2,884-87.6% | $4,696-92.4% | $2,042-82.5% |
| Participant deferral / active EE | $2,113 | $5,164-59.1% | $6,247-66.2% | $3,169-33.3% |
| Admin fee / account holder | $58 | $525-88.9% | $9,244-99.4% | $479-87.8% |