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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,428 |
ROTHSCHILD ASSET MANAGEMENT4 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #6500 · CHICAGO, IL 60606 | Advisory (Plan) | $14,713 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,821 | $56,152-9.5% | $185,861-72.7% | $73,412-30.8% |
| Participation rate | 41.1% | 67.6%-26.5pp | 78.0%-37.0pp | 72.2%-31.1pp |
| Annual return | 19.52% | 17.59%+1.9pp | 35.96%-16.4pp | 59.30%-39.8pp |
| Employer contribution / active EE | $1,140 | $1,532-25.5% | $4,088-72.1% | $2,234-48.9% |
| Participant deferral / active EE | $2,091 | $3,659-42.9% | $5,634-62.9% | $3,806-45.1% |
| Admin fee / account holder | $308 | $132+133.0% | $9,503-96.8% | $158+94.9% |