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 | $27,682 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $11,481 |
Filed as: THE HOWARD E NYHART CO INC. Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $9,932 |
KATZ, SAPPER & MILLER1 year Filed as: KSM BUSINESS SERVICES INC Service code 13 800 E. 96TH STREET · INDIANAPOLIS, IN 46240 | Contract Administrator | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,750 | $64,909-44.9% | $82,312-56.6% | $62,293-42.6% |
| Participation rate | 63.2% | 74.9%-11.7pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 18.36% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $295 | $1,676-82.4% | $2,428-87.9% | $2,042-85.6% |
| Participant deferral / active EE | $2,782 | $3,103-10.3% | $3,706-24.9% | $3,169-12.2% |
| Admin fee / account holder | $317 | $440-27.8% | $5,608-94.3% | $479-33.8% |