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 VILLAGE, CO 80111 | Investment Management | $10,771 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,259 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,598 | $43,133-26.7% | $89,414-64.7% | $73,493-57.0% |
| Participation rate | 87.9% | 55.0%+32.9pp | 68.0%+19.9pp | 70.7%+17.2pp |
| Annual return | 12.36% | 135.66%-123.3pp | 245.50%-233.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $708 | $1,438-50.8% | $2,586-72.6% | $2,270-68.8% |
| Participant deferral / active EE | $1,785 | $2,445-27.0% | $3,890-54.1% | $3,740-52.3% |
| Admin fee / account holder | $106 | $444-76.0% | $4,883-97.8% | $513-79.2% |