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 | $1,652 |
PACKERLAND BROKERAGE SERVICES4+ years Service code 55 432 SECURITY BLVD. STE 101 · GREEN BAY, WI 54313 | Other Commissions | $0 |
THE VARGO COMPANY4+ years Service code 13 · EIN 27-4305376 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $0 |
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 | $46,231 | $94,529-51.1% | $140,019-67.0% | $64,173-28.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -3.86% | 7.77%-11.6pp | 651.15%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,018 | $5,250+90.8% | $6,927+44.6% | $3,470+188.7% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |