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 | $4,243 |
LORIA FINANCIAL GROUP, LLC1+ years Service code 55 | Other Commissions | $1,381 |
LORIA FINANCIAL GROUP, LLC1+ years Filed as: LORIA FINANCIAL GROUPLLC Service code 55 7500 S. COUNTY LINE ROAD · BURR RIDGE, IL 60527 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,676 | $50,498-92.7% | $75,784-95.1% | $55,191-93.3% |
| Participation rate | 33.3% | 69.4%-36.1pp | 75.8%-42.5pp | 69.2%-35.8pp |
| Annual return | 0.00% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $350 | $2,291-84.7% | $3,323-89.5% | $1,899-81.5% |
| Participant deferral / active EE | $967 | $2,589-62.7% | $3,652-73.5% | $3,046-68.3% |
| Admin fee / account holder | $31 | $123-75.0% | $5,300-99.4% | $91-66.2% |