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. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,349 |
Service code 27 4860 COLLEGE BLVD. STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,734 |
TAG RESOURCES, LLC1 year Service code 13 6501 DEANE HILL DRIVE · KNOXVILLE, TN 37919 | Contract Administrator | $6,666 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD., SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $3,093 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,923 | $99,957-52.1% | $149,745-68.0% | $73,497-34.8% |
| Participation rate | 18.4% | 75.7%-57.3pp | 82.5%-64.1pp | 70.7%-52.3pp |
| Annual return | 4.90% | 53.87%-49.0pp | 276.72%-271.8pp | 28.51%-23.6pp |
| Employer contribution / active EE | $354 | $3,191-88.9% | $4,646-92.4% | $2,270-84.4% |
| Participant deferral / active EE | $562 | $6,073-90.7% | $6,843-91.8% | $3,740-85.0% |
| Admin fee / account holder | $643 | $551+16.7% | $9,312-93.1% | $513+25.2% |