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 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $13,864 |
Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,185 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,049 | $55,449-89.1% | $83,830-92.8% | $56,287-89.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.97%-856.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,924 | $2,430-20.8% | $3,631-47.0% | $2,111-8.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $46 | $656-93.0% | $5,479-99.2% | $521-91.2% |