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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5+ years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $48,186 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,363 |
PASI, LLC5+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $11,900 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119 |
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 | $116,569 | $52,961+120.1% | $172,752-32.5% | $65,185+78.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.88% | 30.12%-7.2pp | 802.97%-780.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $7,501 | $2,190+242.5% | $5,144+45.8% | $2,177+244.6% |
| Participant deferral / active EE | $6,176 | $2,471+149.9% | $5,198+18.8% | $3,514+75.8% |
| Admin fee / account holder | $340 | $472-27.9% | $13,955-97.6% | $847-59.9% |