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 COMPANY Service code 62 · EIN 84-0467907 | Float revenue; Securities brokerage c... | $140,018 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $70,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,574 |
FISHERBROYERS LLP1 year Filed as: FISHERBROYERS, LLC Service code 29 · EIN 56-2332885 | Legal | $15,525 |
RELIANCE TRUST COMPANY4 years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,097 | $82,188+521.9% | $125,401+307.6% | $64,829+688.4% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -16.71% | 3.50%-20.2pp | 572.53%-589.2pp | 32.85%-49.6pp |
| Employer contribution / active EE | $17,912 | $3,617+395.2% | $4,816+271.9% | $2,507+614.4% |
| Participant deferral / active EE | $10,843 | $7,177+51.1% | $7,448+45.6% | $4,312+151.5% |
| Admin fee / account holder | $466 | $163+185.2% | $10,008-95.3% | $188+147.8% |