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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $480 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $290 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,217 | $80,177-7.4% | $123,894-40.1% | $57,658+28.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $506 | $2,913-82.6% | $4,617-89.0% | $1,974-74.4% |
| Participant deferral / active EE | $865 | $5,130-83.1% | $5,984-85.5% | $3,061-71.7% |
| Admin fee / account holder | $1 | $106-98.6% | $8,357-100.0% | $95-98.4% |