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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,622 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $3,318 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,694 | $60,139-15.7% | $90,461-44.0% | $79,856-36.5% |
| Participation rate | 69.4% | 65.0%+4.4pp | 72.7%-3.3pp | 69.6%-0.3pp |
| Annual return | 14.91% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,910 | $2,069-7.7% | $3,264-41.5% | $2,471-22.7% |
| Participant deferral / active EE | $3,100 | $2,939+5.5% | $3,964-21.8% | $3,741-17.1% |
| Admin fee / account holder | $161 | $3,978-96.0% | $5,617-97.1% | $5,306-97.0% |