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 | $310,361 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,733 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $42,800 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $40,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,875 | $52,886+43.5% | $109,923-31.0% | $93,010-18.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 74.2%+19.5pp | 73.9%+19.9pp |
| Annual return | 18.21% | 16.89%+1.3pp | 29.46%-11.2pp | 158.70%-140.5pp |
| Employer contribution / active EE | $2,252 | $1,248+80.4% | $2,844-20.8% | $2,705-16.7% |
| Participant deferral / active EE | $7,850 | $2,815+178.9% | $4,048+93.9% | $4,561+72.1% |
| Admin fee / account holder | $88 | $91-3.4% | $6,070-98.6% | $152-42.2% |