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 | $101,007 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $47,928 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,332 | $50,956+6.6% | $96,572-43.7% | $86,821-37.4% |
| Participation rate | 78.6% | 65.2%+13.3pp | 69.8%+8.8pp | 72.3%+6.3pp |
| Annual return | 11.31% | 21.27%-10.0pp | 37.79%-26.5pp | 97.94%-86.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,995 | $2,954+69.1% | $3,850+29.8% | $4,132+20.9% |
| Admin fee / account holder | $289 | $166+74.0% | $6,183-95.3% | $170+70.4% |