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 |
|---|---|---|
ASCENSUS LLC6 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $27,731 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,237 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,123 | $34,634-39.0% | $77,096-72.6% | $64,819-67.4% |
| Participation rate | 36.8% | 49.8%-13.0pp | 67.9%-31.1pp | 71.5%-34.7pp |
| Annual return | -11.95% | -5.31%-6.6pp | 42.35%-54.3pp | 32.84%-44.8pp |
| Employer contribution / active EE | $443 | $1,385-68.0% | $2,814-84.3% | $2,507-82.3% |
| Participant deferral / active EE | $835 | $2,553-67.3% | $4,429-81.1% | $4,311-80.6% |
| Admin fee / account holder | $323 | $178+81.0% | $5,428-94.1% | $188+71.9% |