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, CO 80111 | Recordkeeping Fees | $46,911 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $45,000 |
COHNREZNICK LLP1+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $15,500 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,053 |
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 | $13,227 | $31,810-58.4% | $64,105-79.4% | $59,188-77.7% |
| Participation rate | 90.1% | 57.7%+32.3pp | 68.2%+21.9pp | 69.4%+20.6pp |
| Annual return | 3.29% | 9.41%-6.1pp | 791.24%-787.9pp | 5.51%-2.2pp |
| Employer contribution / active EE | $678 | $659+2.8% | $1,820-62.8% | $2,098-67.7% |
| Participant deferral / active EE | $2,388 | $1,582+50.9% | $2,822-15.4% | $3,265-26.8% |
| Admin fee / account holder | $42 | $57-27.0% | $4,499-99.1% | $92-54.9% |