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 | $15,003 |
SEAY & WEISSINGER, LLC3 years Filed as: SEAY & WEISSINGER LLC Service code 10 2030 POWERS FERRY ROAD SE · ATLANTA, GA 30339 | Accounting | $8,500 |
NW MUTUAL INV SVCS3 years Service code 55 | Other Commissions | $6,999 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $2,798 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,917 | $37,446-57.5% | $77,513-79.5% | $79,852-80.1% |
| Participation rate | 46.7% | 41.5%+5.1pp | 54.2%-7.5pp | 69.6%-23.0pp |
| Annual return | 1.34% | 39.76%-38.4pp | 54.81%-53.5pp | 31.72%-30.4pp |
| Employer contribution / active EE | $660 | $637+3.7% | $987-33.1% | $2,471-73.3% |
| Participant deferral / active EE | $1,746 | $1,261+38.5% | $1,861-6.2% | $3,740-53.3% |
| Admin fee / account holder | $361 | $2,506-85.6% | $2,859-87.4% | $5,306-93.2% |