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 | $50,102 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $35,970 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,867 |
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 | $85,175 | $64,286+32.5% | $90,970-6.4% | $73,412+16.0% |
| Participation rate | 38.0% | 63.6%-25.6pp | 69.0%-31.0pp | 72.2%-34.2pp |
| Annual return | 14.28% | 21.46%-7.2pp | 134.58%-120.3pp | 59.30%-45.0pp |
| Employer contribution / active EE | $934 | $895+4.4% | $2,122-56.0% | $2,234-58.2% |
| Participant deferral / active EE | $1,783 | $2,453-27.3% | $3,373-47.1% | $3,806-53.1% |
| Admin fee / account holder | $445 | $287+55.1% | $5,960-92.5% | $158+182.0% |