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 INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
PACKERLAND BROKERAGE SERVICES1+ years Service code 55 432 SECURITY BLVD. STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
THE VARGO COMPANY1+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,028 | $70,667-64.6% | $123,105-79.7% | $52,331-52.2% |
| Participation rate | 62.0% | 83.7%-21.7pp | 86.8%-24.8pp | 68.1%-6.1pp |
| Annual return | 1.39% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,943 | $2,946-34.0% | $5,151-62.3% | $1,882+3.3% |
| Participant deferral / active EE | $4,443 | $4,493-1.1% | $6,229-28.7% | $3,022+47.0% |
| Admin fee / account holder | $4 | $506-99.2% | $9,014-100.0% | $592-99.3% |