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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,525 |
LPL FINANCIAL4 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,256 |
Filed as: DORSA CONSULTING SERVICES INC. Service code 13 5775 GLENRIDGE DR. NE · SANDY SPRINGS, GA 30328 | Contract Administrator | $3,127 |
Filed as: DORSA CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $2,948 |
Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 1000 CONTINENTAL DR. STE 430 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $1,357 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $314 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,246 | $58,655-75.7% | $91,994-84.5% | $65,185-78.1% |
| Participation rate | 88.9% | 75.3%+13.7pp | 78.6%+10.3pp | 70.2%+18.7pp |
| Annual return | 22.50% | 33.92%-11.4pp | 69.04%-46.5pp | 29.38%-6.9pp |
| Employer contribution / active EE | $973 | $2,080-53.3% | $3,453-71.8% | $2,177-55.3% |
| Participant deferral / active EE | $2,816 | $5,474-48.6% | $5,924-52.5% | $3,514-19.9% |
| Admin fee / account holder | $95 | $434-78.2% | $7,744-98.8% | $847-88.8% |