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 & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,179 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,359 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $9,786 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 | Contract Administrator | $8,150 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94 |
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 | $15,243 | $47,977-68.2% | $154,108-90.1% | $56,289-72.9% |
| Participation rate | 97.4% | 66.2%+31.2pp | 83.0%+14.4pp | 69.9%+27.6pp |
| Annual return | -6.50% | 3.54%-10.0pp | 735.21%-741.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,212 | $2,169-44.1% | $5,298-77.1% | $2,111-42.6% |
| Participant deferral / active EE | $1,514 | $2,392-36.7% | $5,081-70.2% | $3,350-54.8% |
| Admin fee / account holder | $155 | $438-64.7% | $13,411-98.8% | $521-70.3% |