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 | $6,494 |
EMPLOYEE PLAN COMPLIANCE COMPANY2+ years Service code 13 6555 PERKINS ROAD, SUITE 400 · BATON ROUGE, LA 70808 | Contract Administrator | $4,912 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 | Other Commissions | $1,067 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $157 |
Filed as: MERRILL LYNCH LIFE ANGECY, INC. Service code 55 1215 4TH AVENUE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,415 | $61,616-13.3% | $105,754-49.5% | $55,167-3.2% |
| Participation rate | 80.2% | 72.9%+7.2pp | 78.9%+1.3pp | 69.0%+11.2pp |
| Annual return | 7.00% | 11.15%-4.1pp | 12.25%-5.3pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,027 | $3,043-66.3% | $4,079-74.8% | $1,963-47.7% |
| Participant deferral / active EE | $2,701 | $4,213-35.9% | $5,326-49.3% | $3,054-11.6% |
| Admin fee / account holder | $64 | $379-83.1% | $8,309-99.2% | $504-87.3% |