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 | $343,050 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $46,303 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $16,581 |
CIUNI & PANICHI, INC.1+ years Filed as: CIUNI AND PANICHI INC Service code 10 25201 CHAGRIN BLVD STE 200 · BEACHWOOD, OH 44122 | Accounting | $12,862 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,141 | $36,004-80.2% | $64,105-88.9% | $69,651-89.7% |
| Participation rate | 86.3% | 47.3%+39.1pp | 68.2%+18.1pp | 66.6%+19.7pp |
| Annual return | 0.10% | 4.26%-4.2pp | 791.24%-791.1pp | 53.77%-53.7pp |
| Employer contribution / active EE | $139 | $617-77.4% | $1,820-92.3% | $2,241-93.8% |
| Participant deferral / active EE | $930 | $1,166-20.3% | $2,822-67.0% | $3,635-74.4% |
| Admin fee / account holder | $28 | $49-42.0% | $4,499-99.4% | $63-55.1% |