Filed May 31, 2017
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 | $41,804 |
ADVISORNET FINANCIAL1+ years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S STE 1500 · MINNEAPOLIS, MN 554151657 | Advisory (Plan) | $18,750 |
COPELAND BUHL & COMPANY PLLP1+ years Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $9,778 |
ADVISORNET FINANCIAL1+ years Service code 27 | Advisory (Plan) | $4,167 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,634 | $74,498-73.6% | $94,229-79.2% | $59,188-66.8% |
| Participation rate | 84.7% | 76.8%+7.9pp | 78.8%+5.9pp | 69.4%+15.3pp |
| Annual return | 4.07% | 2.76%+1.3pp | 10.68%-6.6pp | 5.51%-1.4pp |
| Employer contribution / active EE | $552 | $2,077-73.4% | $3,587-84.6% | $2,098-73.7% |
| Participant deferral / active EE | $3,221 | $3,433-6.2% | $4,320-25.4% | $3,265-1.3% |
| Admin fee / account holder | $49 | $103-52.5% | $6,269-99.2% | $92-47.0% |