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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $15,037 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,710 |
Service code 13 8523 SOUTH REDWOOD RD · JORDAN, UT 84088 | Contract Administrator | $950 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,831 | $65,434-23.8% | $98,483-49.4% | $85,847-42.0% |
| Participation rate | 91.6% | 65.0%+26.6pp | 73.3%+18.2pp | 69.3%+22.3pp |
| Annual return | 17.67% | 21.75%-4.1pp | 1494.38%-1476.7pp | 318.61%-300.9pp |
| Employer contribution / active EE | $2,915 | $2,169+34.4% | $2,961-1.5% | $2,565+13.6% |
| Participant deferral / active EE | $4,303 | $3,168+35.8% | $4,276+0.6% | $3,952+8.9% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |