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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $6,766 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,889 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,978 | $40,174-8.0% | $84,020-56.0% | $67,579-45.3% |
| Participation rate | 20.7% | 62.7%-42.0pp | 69.0%-48.3pp | 71.3%-50.6pp |
| Annual return | 19.99% | 25.82%-5.8pp | 71.31%-51.3pp | 378.56%-358.6pp |
| Employer contribution / active EE | $191 | $808-76.4% | $1,984-90.4% | $2,148-91.1% |
| Participant deferral / active EE | $502 | $2,301-78.2% | $3,239-84.5% | $3,539-85.8% |
| Admin fee / account holder | $23 | $128-82.0% | $6,101-99.6% | $142-83.8% |