See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,305 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISORS INC Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $5,519 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,482 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $1,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,723 | $58,879-64.8% | $178,490-88.4% | $73,488-71.8% |
| Participation rate | 53.3% | 66.2%-12.9pp | 81.9%-28.6pp | 70.7%-17.3pp |
| Annual return | 11.77% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $488 | $2,236-78.2% | $5,011-90.3% | $2,270-78.5% |
| Participant deferral / active EE | $599 | $2,567-76.7% | $5,202-88.5% | $3,740-84.0% |
| Admin fee / account holder | $203 | $400-49.2% | $13,984-98.5% | $513-60.3% |