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 INSURANCE & ANNUITY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $68,461 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 · EIN 39-0509570 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $57,361 |
PANAGIOTU PENSION ADVISORS, INC.4+ years Service code 13 | Contract Administrator | $10,000 |
PANAGIOTU PENSION ADVISORS, INC.4+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 10 · EIN 91-1463664 7350 CIRQUE DRIVE W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $2,625 |
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 | $101,561 | $59,186+71.6% | $76,768+32.3% | $56,287+80.4% |
| Participation rate | 96.1% | 75.2%+20.8pp | 77.0%+19.1pp | 69.9%+26.2pp |
| Annual return | -5.88% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $4,735 | $1,759+169.3% | $2,485+90.5% | $2,111+124.3% |
| Participant deferral / active EE | $8,555 | $3,255+162.8% | $3,852+122.1% | $3,350+155.4% |
| Admin fee / account holder | $140 | $489-71.3% | $6,675-97.9% | $521-73.1% |