Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 PO BOX 22052 · NEW YORK, NY 100872052 | Contract Administrator | $25,979 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,225 |
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,138 | $30,555+8.5% | $80,741-59.0% | $86,821-61.8% |
| Participation rate | 26.3% | 37.2%-10.9pp | 54.2%-27.8pp | 72.3%-46.0pp |
| Annual return | 0.00% | 30.35%-30.3pp | 87.30%-87.3pp | 97.94%-97.9pp |
| Employer contribution / active EE | $282 | $472-40.2% | $1,160-75.7% | $2,406-88.3% |
| Participant deferral / active EE | $908 | $1,050-13.5% | $2,145-57.7% | $4,132-78.0% |
| Admin fee / account holder | $87 | $135-35.4% | $3,380-97.4% | $170-48.4% |