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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,218 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,325 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $1,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,831 | $46,761-21.2% | $106,619-65.5% | $57,658-36.1% |
| Participation rate | 41.5% | 56.9%-15.4pp | 78.0%-36.5pp | 70.2%-28.7pp |
| Annual return | 8.72% | 15.77%-7.1pp | 9.42%-0.7pp | 5.13%+3.6pp |
| Employer contribution / active EE | $578 | $1,274-54.6% | $3,947-85.4% | $1,974-70.7% |
| Participant deferral / active EE | $1,108 | $1,954-43.3% | $3,930-71.8% | $3,061-63.8% |
| Admin fee / account holder | $154 | $97+59.3% | $6,418-97.6% | $95+63.0% |