See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $65,460 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,122 |
RANDALL & HURLEY, INC.4 years Service code 13 P.O. BOX 1193 · HELENA, MT 59601 | Contract Administrator | $12,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,147 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,735 | $56,485-19.0% | $185,823-75.4% | $86,799-47.3% |
| Participation rate | 87.8% | 65.5%+22.3pp | 81.7%+6.1pp | 72.3%+15.5pp |
| Annual return | 13.96% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,435 | $1,843-22.2% | $5,167-72.2% | $2,405-40.4% |
| Participant deferral / active EE | $4,504 | $2,553+76.4% | $5,568-19.1% | $4,131+9.0% |
| Admin fee / account holder | $260 | $150+73.8% | $16,237-98.4% | $170+53.3% |