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 INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,119 |
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $9,821 |
ORIENTAL BANK6 years Filed as: ORIENTAL BANK & TRUST Service code 13 PO BOX 191429 · SAN JUAN, PR 00919 | Contract Administrator | $1,079 |
Filed as: ADVISED ASSET GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,552 | $86,225-87.8% | $146,685-92.8% | $86,813-87.8% |
| Participation rate | 57.9% | 78.0%-20.1pp | 80.1%-22.2pp | 72.3%-14.4pp |
| Annual return | 7.82% | 31.23%-23.4pp | 22.75%-14.9pp | 97.93%-90.1pp |
| Employer contribution / active EE | $232 | $2,392-90.3% | $4,137-94.4% | $2,406-90.4% |
| Participant deferral / active EE | $898 | $4,245-78.8% | $5,507-83.7% | $4,131-78.3% |
| Admin fee / account holder | $112 | $195-42.5% | $10,281-98.9% | $170-33.7% |