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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,037 |
Filed as: GREAT-WEST LIFE & ANNUTIY INSURANCE Service code 64 COMPANY · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $16,717 |
QBI, LLC6+ years Service code 13 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $465,026 | $58,895+689.6% | $178,503+160.5% | $73,497+532.7% |
| Participation rate | 96.6% | 66.2%+30.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 22.73% | 24.86%-2.1pp | 151.12%-128.4pp | 28.51%-5.8pp |
| Employer contribution / active EE | $7,282 | $2,236+225.7% | $5,011+45.3% | $2,270+220.8% |
| Participant deferral / active EE | $17,758 | $2,567+591.8% | $5,202+241.3% | $3,740+374.8% |
| Admin fee / account holder | $154 | $400-61.5% | $13,987-98.9% | $513-69.9% |