Filed July 28, 2020 (most recent of 2 filings on file)
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, CA 80111 | Recordkeeping Fees | $29,725 |
Filed as: SILVERSTONE ASSET MGMT, INC. Service code 27 · EIN 20-1113894 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $19,447 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,836 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $3,568 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,278 | $56,540-23.5% | $185,849-76.7% | $86,821-50.2% |
| Participation rate | 48.2% | 65.5%-17.3pp | 81.7%-33.5pp | 72.3%-24.1pp |
| Annual return | 11.42% | 118.20%-106.8pp | 122.10%-110.7pp | 97.94%-86.5pp |
| Employer contribution / active EE | $986 | $1,844-46.6% | $5,169-80.9% | $2,406-59.0% |
| Participant deferral / active EE | $1,338 | $2,555-47.7% | $5,569-76.0% | $4,132-67.6% |
| Admin fee / account holder | $286 | $150+90.9% | $16,244-98.2% | $170+68.5% |