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: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,923 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,401 | $85,135-17.3% | $98,916-28.8% | $73,412-4.1% |
| Participation rate | 90.2% | 81.1%+9.0pp | 76.0%+14.1pp | 72.2%+18.0pp |
| Annual return | 16.64% | 19.14%-2.5pp | 196.45%-179.8pp | 59.30%-42.7pp |
| Employer contribution / active EE | $2,189 | $2,721-19.5% | $2,689-18.6% | $2,234-2.0% |
| Participant deferral / active EE | $5,128 | $4,349+17.9% | $4,245+20.8% | $3,806+34.7% |
| Admin fee / account holder | $22 | $139-84.0% | $6,642-99.7% | $158-85.9% |