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 ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $8,937 |
Service code 13 PO BOX 734603 · CHICAGO, IL 606734603 | Contract Administrator | $1,210 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 WEST BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,015 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,366 | $63,768+30.7% | $98,483-15.3% | $79,391+5.0% |
| Participation rate | 97.1% | 69.9%+27.3pp | 73.3%+23.8pp | 70.7%+26.4pp |
| Annual return | 18.40% | 626.18%-607.8pp | 1494.38%-1476.0pp | 116.88%-98.5pp |
| Employer contribution / active EE | $3,964 | $2,558+55.0% | $2,961+33.9% | $2,428+63.3% |
| Participant deferral / active EE | $5,986 | $3,305+81.1% | $4,276+40.0% | $4,046+48.0% |
| Admin fee / account holder | $99 | $516-80.7% | $5,953-98.3% | $627-84.1% |