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 | $13,927 |
DA DAVIDSON & CO4+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $11,822 |
AMERIBEN4+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 3449 E COPPER POINT DR · MERIDIAN, ID 83642 | Contract Administrator | $3,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,698 | $43,504-36.3% | $68,612-59.6% | $56,289-50.8% |
| Participation rate | 50.9% | 67.8%-16.9pp | 72.2%-21.3pp | 69.9%-18.9pp |
| Annual return | -5.23% | -3.15%-2.1pp | -4.63%-0.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,002 | $1,525-34.3% | $2,625-61.8% | $2,111-52.6% |
| Participant deferral / active EE | $1,592 | $2,509-36.5% | $3,311-51.9% | $3,350-52.5% |
| Admin fee / account holder | $157 | $515-69.5% | $5,131-96.9% | $521-69.8% |