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 | $27,108 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $8,215 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $634 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $216 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,548 | $89,652-91.6% | $141,177-94.7% | $65,185-88.4% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.5%+7.0pp | 70.2%+19.3pp |
| Annual return | 21.53% | 32.79%-11.3pp | 71.40%-49.9pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,280 | $3,065-58.2% | $4,736-73.0% | $2,177-41.2% |
| Participant deferral / active EE | $2,213 | $5,691-61.1% | $6,710-67.0% | $3,514-37.0% |
| Admin fee / account holder | $144 | $569-74.7% | $10,263-98.6% | $847-83.0% |