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 |
|---|---|---|
DA DAVIDSON & CO7+ years Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $37,852 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $736 |
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 | $36,860 | $56,540-34.8% | $185,849-80.2% | $86,821-57.5% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.9pp |
| Annual return | 12.77% | 118.20%-105.4pp | 122.10%-109.3pp | 97.94%-85.2pp |
| Employer contribution / active EE | $2,164 | $1,844+17.3% | $5,169-58.1% | $2,406-10.1% |
| Participant deferral / active EE | $2,453 | $2,555-4.0% | $5,569-55.9% | $4,132-40.6% |
| Admin fee / account holder | $104 | $150-30.8% | $16,244-99.4% | $170-38.9% |