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 | $20,118 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $6,323 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,971 |
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 | $57,361 | $54,370+5.5% | $82,763-30.7% | $68,490-16.2% |
| Participation rate | 67.7% | 63.9%+3.8pp | 72.6%-4.9pp | 67.9%-0.2pp |
| Annual return | -14.25% | -13.67%-0.6pp | 702.45%-716.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,109 | $2,219-4.9% | $3,008-29.9% | $2,597-18.8% |
| Participant deferral / active EE | $3,639 | $3,247+12.1% | $4,395-17.2% | $4,028-9.7% |
| Admin fee / account holder | $255 | $4,398-94.2% | $5,325-95.2% | $5,403-95.3% |