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 | $94,299 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,428 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVE · BERKELEY HEIGHTS, NJ 07022 | Contract Administrator | $18,190 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC, Service code 55 | Other Commissions | $3,644 |
BERGANKDV LTD2 years Service code 10 PO BOX 1304 · ST CLOUD, MN 56302 | Accounting | $3,275 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,936 | $101,523-87.3% | $141,191-90.8% | $77,775-83.4% |
| Participation rate | 55.0% | 77.4%-22.3pp | 82.5%-27.4pp | 73.2%-18.2pp |
| Annual return | 50.57% | 56.22%-5.7pp | 71.41%-20.8pp | 32.58%+18.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,312 | $6,434-48.5% | $6,710-50.6% | $3,966-16.5% |
| Admin fee / account holder | $27 | $92-70.5% | $10,264-99.7% | $100-73.0% |