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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,166 |
DANZIGER & MARKHOFF LLP5 years Filed as: DANZIGER AND MARKHOFF LLP Service code 13 | Contract Administrator | $10,833 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,249 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $1,577 |
DANZIGER & MARKHOFF LLP4 years Service code 13 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $750 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $232 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $50 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 55 1 NEW YORK PL, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,191 | $56,540-21.8% | $185,851-76.2% | $86,821-49.1% |
| Participation rate | 38.1% | 65.5%-27.4pp | 81.7%-43.6pp | 72.3%-34.2pp |
| Annual return | 36.13% | 118.20%-82.1pp | 122.11%-86.0pp | 97.94%-61.8pp |
| Employer contribution / active EE | $271 | $1,844-85.3% | $5,168-94.7% | $2,406-88.7% |
| Participant deferral / active EE | $2,347 | $2,555-8.1% | $5,569-57.8% | $4,132-43.2% |
| Admin fee / account holder | $224 | $150+49.4% | $16,245-98.6% | $170+31.8% |