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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,592 |
VALMARK ADVISERS INC2 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $7,610 |
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 | Contract Administrator | $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,182 | $47,977-57.9% | $154,108-86.9% | $56,289-64.1% |
| Participation rate | 43.0% | 66.2%-23.2pp | 83.0%-40.1pp | 69.9%-26.9pp |
| Annual return | -6.81% | 3.54%-10.4pp | 735.21%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $173 | $2,169-92.0% | $5,298-96.7% | $2,111-91.8% |
| Participant deferral / active EE | $1,130 | $2,392-52.8% | $5,081-77.8% | $3,350-66.3% |
| Admin fee / account holder | $260 | $438-40.6% | $13,411-98.1% | $521-50.1% |