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 | $27,477 |
Service code 27 1420 ROCKY RIDGE DR STE 140 · ROSEVILLE, CA 95661 | Advisory (Plan) | $6,559 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $5,125 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $949 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $301 |
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).
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 | $11,560 | $99,957-88.4% | $149,730-92.3% | $73,493-84.3% |
| Participation rate | 90.2% | 75.7%+14.5pp | 82.5%+7.7pp | 70.7%+19.5pp |
| Annual return | 21.70% | 53.87%-32.2pp | 276.70%-255.0pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,553 | $3,191-51.3% | $4,645-66.6% | $2,270-31.6% |
| Participant deferral / active EE | $2,520 | $6,073-58.5% | $6,843-63.2% | $3,740-32.6% |
| Admin fee / account holder | $195 | $551-64.6% | $9,310-97.9% | $513-62.0% |