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 |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $18,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,404 |
RETIRERIGHT LLC1 year Service code 27 1200 VALLEY WEST DR STE 707 · W DES MOINES, IA 50266 | Advisory (Plan) | $4,824 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $1,632 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,731 | $78,428-31.5% | $95,960-44.0% | $79,852-32.7% |
| Participation rate | 16.3% | 73.5%-57.2pp | 77.1%-60.8pp | 69.6%-53.4pp |
| Annual return | 11.23% | 19.37%-8.1pp | 91.63%-80.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,692 | $3,440-50.8% | $4,167-59.4% | $3,740-54.8% |
| Admin fee / account holder | $905 | $5,622-83.9% | $6,797-86.7% | $5,306-82.9% |