Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $46,005 |
SAVANT CAPITAL MANAGEMENT2+ years Filed as: SAVANT INVESTMENT GROUP Service code 27 555 12TH STREET STE 925 · OAKLAND, CA 94607 | Advisory (Plan) | $17,245 |
Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,217 | $71,192-9.8% | $117,861-45.5% | $62,293+3.1% |
| Participation rate | 62.0% | 74.2%-12.2pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 11.27% | 18.66%-7.4pp | 335.11%-323.8pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,879 | $3,189-9.7% | $4,482-35.8% | $3,169-9.1% |
| Admin fee / account holder | $592 | $587+0.9% | $8,021-92.6% | $479+23.6% |