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 | $45,665 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $31,822 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,248 |
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.)
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 | $73,776 | $40,174+83.6% | $84,021-12.2% | $67,579+9.2% |
| Participation rate | 38.6% | 62.7%-24.1pp | 69.0%-30.4pp | 71.3%-32.7pp |
| Annual return | 21.02% | 25.82%-4.8pp | 71.32%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $886 | $808+9.7% | $1,984-55.3% | $2,148-58.7% |
| Participant deferral / active EE | $1,662 | $2,301-27.8% | $3,239-48.7% | $3,539-53.0% |
| Admin fee / account holder | $399 | $128+210.7% | $6,102-93.5% | $142+180.2% |