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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,354 |
HARBOUR INVESTMENTS INC1+ years Service code 55 575 DONOFRIO DR STE 300 · MADISON, WI 537192832 | Other Commissions | $12,609 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $9,500 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,593 | $39,245+34.0% | $64,105-18.0% | $52,331+0.5% |
| Participation rate | 69.4% | 58.2%+11.1pp | 68.2%+1.2pp | 68.1%+1.3pp |
| Annual return | -0.74% | 14.79%-15.5pp | 791.24%-792.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,749 | $1,992-12.2% | $2,822-38.0% | $3,022-42.1% |
| Admin fee / account holder | $241 | $592-59.3% | $4,499-94.6% | $592-59.2% |