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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 55 2001 ROUTE 46 STE 506 · PARSIPPANY, NJ 07054 | Other Commissions | $18,389 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,238 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,073 | $45,283+39.3% | $155,789-59.5% | $52,331+20.5% |
| Participation rate | 49.0% | 62.2%-13.2pp | 76.1%-27.1pp | 68.1%-19.1pp |
| Annual return | -1.33% | 1.80%-3.1pp | 71.54%-72.9pp | 4.54%-5.9pp |
| Employer contribution / active EE | $399 | $1,329-69.9% | $3,839-89.6% | $1,882-78.8% |
| Participant deferral / active EE | $2,685 | $2,854-5.9% | $4,798-44.0% | $3,022-11.2% |
| Admin fee / account holder | $34 | $981-96.6% | $7,477-99.5% | $592-94.3% |