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 60 · EIN 84-0467907 | Sub-TA Fees | $129,349 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $38,400 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,600 |
BLACKROCK4+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR4+ years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MERIDIAN4+ years Service code 52 · EIN 68-0024203 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4+ years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,850 | $59,584+302.5% | $86,868+176.1% | $79,393+202.1% |
| Participation rate | 77.7% | 67.7%+10.1pp | 71.6%+6.1pp | 70.7%+7.0pp |
| Annual return | 11.60% | 23.15%-11.6pp | 63.53%-51.9pp | 116.87%-105.3pp |
| Employer contribution / active EE | $3,996 | $1,768+126.1% | $2,496+60.1% | $2,428+64.6% |
| Participant deferral / active EE | $6,954 | $3,036+129.0% | $3,699+88.0% | $4,046+71.9% |
| Admin fee / account holder | $908 | $604+50.3% | $5,829-84.4% | $627+44.9% |