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 | $12,444 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Other Commissions | $3,184 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 O ST · LINCOLN, NE 68510 | Other Commissions | $422 |
NEW ENGLAND SECURITIES1+ years Service code 55 PO BOX 6901 · SOMERSET, NJ 088756901 | Other Commissions | $196 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
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 | $27,263 | $37,134-26.6% | $100,671-72.9% | $52,331-47.9% |
| Participation rate | 32.0% | 57.7%-25.7pp | 70.7%-38.7pp | 68.1%-36.1pp |
| Annual return | 1.73% | 0.10%+1.6pp | 20.43%-18.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $840 | $1,187-29.2% | $4,012-79.1% | $1,882-55.3% |
| Participant deferral / active EE | $1,958 | $2,163-9.5% | $3,144-37.7% | $3,022-35.2% |
| Admin fee / account holder | $211 | $467-54.7% | $4,850-95.6% | $592-64.3% |