Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $525,700 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $44,000 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4+ years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON4+ years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,371 | $86,580+6.7% | $146,649-37.0% | $101,555-9.0% |
| Participation rate | 41.9% | 80.7%-38.9pp | 80.1%-38.2pp | 74.5%-32.7pp |
| Annual return | 15.07% | 30.94%-15.9pp | 22.75%-7.7pp | 21.00%-5.9pp |
| Employer contribution / active EE | $1,028 | $2,512-59.1% | $4,137-75.1% | $2,972-65.4% |
| Participant deferral / active EE | $2,130 | $4,413-51.7% | $5,506-61.3% | $4,874-56.3% |
| Admin fee / account holder | $210 | $71+194.5% | $10,281-98.0% | $139+50.8% |