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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $4,214 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,363 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,363 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA ADVISORS LLC Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUANDO, CA 90245 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,402 | $58,888-67.1% | $178,498-89.1% | $73,493-73.6% |
| Participation rate | 95.3% | 66.2%+29.1pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | -0.18% | 24.86%-25.0pp | 151.09%-151.3pp | 28.51%-28.7pp |
| Employer contribution / active EE | $441 | $2,236-80.3% | $5,011-91.2% | $2,270-80.6% |
| Participant deferral / active EE | $1,189 | $2,568-53.7% | $5,202-77.1% | $3,740-68.2% |
| Admin fee / account holder | $25 | $400-93.8% | $13,985-99.8% | $513-95.1% |