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 | $21,083 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $11,247 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $6,323 |
Service code 99 6100 ROCKSIDE WOODS BLVD STE 265 · INDEPENDENCE, OH 44131 | Other Fees | $3,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,197 |
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.
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 | $103,954 | $78,425+32.6% | $95,956+8.3% | $79,858+30.2% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.63%-76.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $339 | $1,945-82.6% | $2,541-86.7% | $2,471-86.3% |
| Participant deferral / active EE | $3,667 | $3,440+6.6% | $4,167-12.0% | $3,740-2.0% |
| Admin fee / account holder | $280 | $5,622-95.0% | $6,797-95.9% | $5,306-94.7% |