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 | $202,710 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $122,971 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,801 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,650 | $225,489-89.1% | $81,726-69.8% | $93,223-73.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 72.0%+27.9pp | 74.9%+25.0pp |
| Annual return | 11.97% | 14.44%-2.5pp | 29.49%-17.5pp | 19.29%-7.3pp |
| Employer contribution / active EE | $1,561 | $3,151-50.4% | $4,311-63.8% | $2,680-41.7% |
| Participant deferral / active EE | $2,287 | $4,408-48.1% | $7,108-67.8% | $4,563-49.9% |
| Admin fee / account holder | $22 | $185-88.2% | $5,160-99.6% | $79-72.4% |