Filed April 2, 2024
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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $111,585 |
Service code 10 1605 MAIN ST STE 1010 · SARASOTA, FL 34236 | Accounting | $9,975 |
SENECA FOODS CORPORATION1+ years Service code 99 3736 SO. MAIN ST. · MARION, NY 14505 | Other Fees | $586 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $28,926 | $54,890-47.3% | $63,244-54.3% | $59,188-51.1% |
| Participation rate | 83.8% | 75.6%+8.2pp | 71.0%+12.7pp | 69.4%+14.3pp |
| Annual return | -0.02% | 4.56%-4.6pp | -70.31%+70.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $774 | $1,831-57.7% | $2,322-66.7% | $2,098-63.1% |
| Participant deferral / active EE | $3,010 | $2,803+7.4% | $2,953+1.9% | $3,265-7.8% |
| Admin fee / account holder | $22 | $66-66.2% | $5,893-99.6% | $92-75.8% |