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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,605 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $11,766 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,745 | $67,512-45.6% | $185,837-80.2% | $93,010-60.5% |
| Participation rate | 30.4% | 67.1%-36.7pp | 81.7%-51.3pp | 73.9%-43.5pp |
| Annual return | 15.95% | 21.04%-5.1pp | 122.08%-106.1pp | 158.70%-142.8pp |
| Employer contribution / active EE | $21 | $1,783-98.8% | $5,168-99.6% | $2,705-99.2% |
| Participant deferral / active EE | $1,328 | $3,035-56.2% | $5,568-76.1% | $4,561-70.9% |
| Admin fee / account holder | $23 | $318-92.7% | $16,241-99.9% | $152-84.6% |