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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,668 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $39,366 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,222 |
Service code 13 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,230 | $58,344+8.4% | $98,483-35.8% | $86,821-27.2% |
| Participation rate | 72.3% | 68.4%+3.9pp | 73.3%-1.0pp | 72.3%0pp |
| Annual return | 18.83% | 43.47%-24.6pp | 1494.38%-1475.5pp | 97.94%-79.1pp |
| Employer contribution / active EE | $3,500 | $2,008+74.3% | $2,961+18.2% | $2,406+45.5% |
| Participant deferral / active EE | $6,445 | $3,156+104.2% | $4,276+50.7% | $4,132+56.0% |
| Admin fee / account holder | $282 | $138+104.7% | $5,953-95.3% | $170+66.4% |