Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,458 |
PROEQUITIES INC1 year Service code 55 2801 HWY 280 S · BIRMINGHAM, AL 35223 | Other Commissions | $4,763 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $506 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $415 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,277 | $74,462-95.6% | $81,991-96.0% | $90,274-96.4% |
| Participation rate | 70.8% | 69.7%+1.1pp | 69.3%+1.6pp | 73.4%-2.5pp |
| Annual return | 39.28% | 17.56%+21.7pp | 41.31%-2.0pp | 53.97%-14.7pp |
| Employer contribution / active EE | $196 | $2,334-91.6% | $2,498-92.1% | $2,523-92.2% |
| Participant deferral / active EE | $591 | $3,602-83.6% | $3,722-84.1% | $4,231-86.0% |
| Admin fee / account holder | $19 | $98-81.0% | $5,665-99.7% | $114-83.7% |