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 |
|---|---|---|
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $51,935 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 64 · EIN 62-0951563 | Recordkeeping Fees | $43,562 |
SAVANT CAPITAL MANAGEMENT3+ years Filed as: THE SAVANT GROUP Service code 27 461 SECOND STREET · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $26,751 |
BENEFIT RESOURCES, INC.3+ years Service code 13 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $13,758 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,588 |
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 | $101,556 | $80,753+25.8% | $136,298-25.5% | $62,293+63.0% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 15.52% | 35.83%-20.3pp | 5156.27%-5140.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,448 | $2,884-15.1% | $4,696-47.9% | $2,042+19.9% |
| Participant deferral / active EE | $6,018 | $5,164+16.5% | $6,247-3.7% | $3,169+89.9% |
| Admin fee / account holder | $532 | $525+1.3% | $9,244-94.2% | $479+11.1% |