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 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $44,573 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,170 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,087 | $56,540-25.6% | $185,849-77.4% | $86,821-51.5% |
| Participation rate | 94.6% | 65.5%+29.1pp | 81.7%+12.9pp | 72.3%+22.4pp |
| Annual return | 16.51% | 118.20%-101.7pp | 122.10%-105.6pp | 97.94%-81.4pp |
| Employer contribution / active EE | $1,979 | $1,844+7.3% | $5,169-61.7% | $2,406-17.7% |
| Participant deferral / active EE | $2,542 | $2,555-0.5% | $5,569-54.4% | $4,132-38.5% |
| Admin fee / account holder | $124 | $150-17.5% | $16,244-99.2% | $170-27.2% |