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 |
|---|---|---|
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $29,494 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,620 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $10,864 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES, INC Service code 13 229 FURYS FERRY ROAD · AUGUSTA, GA 30907 | Contract Administrator | $6,942 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $153 |
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 | $113,024 | $52,961+113.4% | $172,755-34.6% | $65,185+73.4% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 24.54% | 30.12%-5.6pp | 802.94%-778.4pp | 29.38%-4.8pp |
| Employer contribution / active EE | $6,799 | $2,190+210.4% | $5,144+32.2% | $2,177+212.4% |
| Participant deferral / active EE | $5,505 | $2,471+122.8% | $5,198+5.9% | $3,514+56.7% |
| Admin fee / account holder | $278 | $472-41.1% | $13,955-98.0% | $847-67.2% |