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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,572 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $647 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $338 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,568 | $58,888+2.9% | $178,498-66.1% | $73,493-17.6% |
| Participation rate | 43.5% | 66.2%-22.7pp | 81.9%-38.4pp | 70.7%-27.1pp |
| Annual return | 19.45% | 24.86%-5.4pp | 151.09%-131.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $774 | $2,236-65.4% | $5,011-84.5% | $2,270-65.9% |
| Participant deferral / active EE | $1,665 | $2,568-35.1% | $5,202-68.0% | $3,740-55.5% |
| Admin fee / account holder | $309 | $400-22.8% | $13,985-97.8% | $513-39.8% |