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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,047 |
ATLANTIC PENSION SERVICES, INC.1+ years Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $1,200 |
EQUITY SERVICES INC1+ years Filed as: EQUITY SERVICES, INC. Service code 55 NATIONAL LIFE DR · MONTPELIER, VT 05604 | Other Commissions | $1,099 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR, INC. MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $88 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,129 | $27,330-66.6% | $67,704-86.5% | $55,191-83.5% |
| Participation rate | 11.4% | 47.5%-36.1pp | 67.5%-56.1pp | 69.2%-57.7pp |
| Annual return | -3.08% | 8.81%-11.9pp | 25.41%-28.5pp | 10.78%-13.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $285 | $1,709-83.3% | $3,585-92.0% | $3,046-90.6% |
| Admin fee / account holder | $71 | $109-35.5% | $4,255-98.3% | $91-22.3% |