Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENVILLE VILLAGE, CO 80111 | Recordkeeping Fees | $7,597 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $7,500 |
FIRST WESTERN TRUST BANK1 year Service code 13 1900 16TH ST STE 1200 · DENVER, CO 802025251 | Contract Administrator | $6,059 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 119 E PALATINE RD · PALATINE, IL 60067 | Contract Administrator | $250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,830 | $43,133-28.5% | $89,400-65.5% | $73,493-58.1% |
| Participation rate | 52.8% | 55.0%-2.1pp | 68.0%-15.1pp | 70.7%-17.8pp |
| Annual return | -37.11% | 135.66%-172.8pp | 245.64%-282.8pp | 28.51%-65.6pp |
| Employer contribution / active EE | $93 | $1,438-93.5% | $2,586-96.4% | $2,270-95.9% |
| Participant deferral / active EE | $2,953 | $2,445+20.8% | $3,890-24.1% | $3,740-21.0% |
| Admin fee / account holder | $229 | $444-48.4% | $4,882-95.3% | $513-55.4% |