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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $234,661 |
ASCENDE WEALTH ADVISERS INC2+ years Filed as: ASCENDE WEALTH ADVISERS, INC. Service code 27 2700 POST OAK BLVD 25TH FL · HOUSTON, TX 77056 | Advisory (Plan) | $42,930 |
ESLER & VANDERSCHAAFF CO., L.P.A2+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $16,506 |
RSM US LLP2+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $15,600 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $13,330 |
SUMMIT GLOBAL INVESTMENTS LLC2+ years Service code 33 · EIN 27-3616371 | Securities brokerage | $5,758 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,890 | $70,106+22.5% | $80,977+6.1% | $63,975+34.3% |
| Participation rate | 92.5% | 79.4%+13.1pp | 75.8%+16.7pp | 71.1%+21.4pp |
| Annual return | 7.99% | 13.93%-5.9pp | 17.11%-9.1pp | 48.65%-40.7pp |
| Employer contribution / active EE | $2,756 | $2,042+35.0% | $3,715-25.8% | $2,182+26.3% |
| Participant deferral / active EE | $3,822 | $5,245-27.1% | $5,696-32.9% | $3,356+13.9% |
| Admin fee / account holder | $17 | $57-69.4% | $5,517-99.7% | $70-75.3% |