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 | $54,813 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $15,807 |
Filed as: BENEFIT PLANS, INC. Service code 13 | Contract Administrator | $6,254 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,806 |
Filed as: BENEFIT PLANS, INC, Service code 13 16924 FRANCES ST · OMAHA, NE 68130 | Contract Administrator | $841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,905 | $52,961-5.8% | $172,752-71.1% | $65,185-23.4% |
| Participation rate | 75.8% | 66.2%+9.6pp | 82.6%-6.8pp | 70.2%+5.6pp |
| Annual return | 22.54% | 30.12%-7.6pp | 802.97%-780.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,740 | $2,190-20.5% | $5,144-66.2% | $2,177-20.1% |
| Participant deferral / active EE | $3,416 | $2,471+38.2% | $5,198-34.3% | $3,514-2.8% |
| Admin fee / account holder | $385 | $472-18.4% | $13,955-97.2% | $847-54.5% |