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 CO Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,473 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & CO. Service code 55 | Other Commissions | $27,188 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $519 |
DA DAVIDSON & CO5+ years Service code 55 8 THRID STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $30,556 | $62,928-51.4% | $172,753-82.3% | $67,582-54.8% |
| Participation rate | 74.9% | 64.5%+10.4pp | 82.6%-7.7pp | 71.3%+3.6pp |
| Annual return | 18.08% | 30.36%-12.3pp | 803.00%-784.9pp | 378.57%-360.5pp |
| Employer contribution / active EE | $1,731 | $1,636+5.8% | $5,144-66.4% | $2,148-19.4% |
| Participant deferral / active EE | $1,905 | $2,145-11.2% | $5,198-63.3% | $3,539-46.2% |
| Admin fee / account holder | $87 | $167-47.7% | $13,956-99.4% | $142-38.8% |