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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,112 |
DA DAVIDSON & CO3+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $10,109 |
AMERIBEN3+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 3449 E COPPER POINT DR · MERIDIAN, ID 83642 | Contract Administrator | $2,569 |
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 | $28,646 | $50,385-43.1% | $75,501-62.1% | $62,293-54.0% |
| Participation rate | 57.3% | 67.7%-10.4pp | 72.4%-15.0pp | 69.5%-12.2pp |
| Annual return | 14.20% | 19.90%-5.7pp | 27.35%-13.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,049 | $1,537-31.8% | $2,352-55.4% | $2,042-48.6% |
| Participant deferral / active EE | $1,726 | $2,445-29.4% | $3,142-45.1% | $3,169-45.5% |
| Admin fee / account holder | $135 | $384-64.7% | $5,801-97.7% | $479-71.7% |