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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,471 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,519 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,067 | $62,723-55.3% | $142,874-80.4% | $86,813-67.7% |
| Participation rate | 49.2% | 62.6%-13.4pp | 72.0%-22.7pp | 72.3%-23.1pp |
| Annual return | 12.08% | 17.62%-5.5pp | 5638.58%-5626.5pp | 97.93%-85.8pp |
| Employer contribution / active EE | $990 | $1,627-39.2% | $4,145-76.1% | $2,406-58.9% |
| Participant deferral / active EE | $985 | $3,039-67.6% | $3,838-74.3% | $4,131-76.2% |
| Admin fee / account holder | $117 | $140-15.8% | $6,561-98.2% | $170-30.7% |