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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREEENWOOD VILLAGE, CO 80111 | Investment Management | $12,319 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $3,217 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,609 |
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.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,780 | $54,590-18.0% | $81,726-45.2% | $73,497-39.1% |
| Participation rate | 45.3% | 68.3%-23.0pp | 72.0%-26.7pp | 70.7%-25.4pp |
| Annual return | 11.31% | 17.74%-6.4pp | 29.49%-18.2pp | 28.51%-17.2pp |
| Employer contribution / active EE | $151 | $1,636-90.8% | $4,311-96.5% | $2,270-93.3% |
| Participant deferral / active EE | $1,483 | $2,759-46.2% | $7,108-79.1% | $3,740-60.3% |
| Admin fee / account holder | $148 | $592-74.9% | $5,160-97.1% | $513-71.1% |