Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,305,885 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $457,067 |
PEARSON EDUCATION INC1 year Service code 35 221 RIVER ST · HIBOKEN, NJ 07030 | Employee (plan sponsor) | $117,831 |
WILLIS TOWERS WATSON US LLC2 years Service code 10 LOCKBOX 28025 NETWORK PL · CHICAGO, IL 606731280 | Accounting | $107,298 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS INC Service code 27 PO BOX 4142 CHURCH STREET STATION · NEW YORK NY, NY 102614142 | Advisory (Plan) | $58,195 |
LEGACY PROFESSIONALS LLP2 years Service code 10 311 S WACKER DR STE 4000 · CHICAGO, IL 606066678 | Accounting | $31,200 |
Service code 10 1345 AVENUE OF AMERICAS · NEW YORK, NY 10105 | Accounting | $12,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,465 | $106,520+48.8% | $453,569-65.1% | $106,520+48.8% |
| Participation rate | 93.4% | 71.3%+22.1pp | 78.0%+15.4pp | 71.3%+22.1pp |
| Annual return | 16.66% | 19.28%-2.6pp | 64.43%-47.8pp | 19.28%-2.6pp |
| Employer contribution / active EE | $3,391 | $2,840+19.4% | $4,072-16.7% | $2,840+19.4% |
| Participant deferral / active EE | $6,451 | $4,948+30.4% | $6,211+3.9% | $4,948+30.4% |
| Admin fee / account holder | $128 | $75+71.9% | $11,214-98.9% | $75+71.9% |