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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 49 · EIN 38-2438760 | Other Services | $1,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,395 | $122,042-49.7% | $184,260-66.7% | $74,459-17.5% |
| Participation rate | 90.8% | 85.5%+5.4pp | 86.8%+4.0pp | 67.2%+23.6pp |
| Annual return | 15.43% | 19.91%-4.5pp | 28.84%-13.4pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $2,221 | $4,537-51.0% | $6,427-65.4% | $2,626-15.4% |
| Participant deferral / active EE | $5,771 | $7,143-19.2% | $9,133-36.8% | $4,350+32.7% |
| Admin fee / account holder | $139 | $1,252-88.9% | $13,898-99.0% | $1,945-92.9% |