Filed September 3, 2019
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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,423 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,559 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS,INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $3,535 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,112 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $1,132 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,087 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,253 | $45,719-77.6% | $96,192-89.3% | $93,010-89.0% |
| Participation rate | 14.0% | 45.8%-31.9pp | 68.4%-54.5pp | 73.9%-59.9pp |
| Annual return | 19.48% | 3211.95%-3192.5pp | 192.09%-172.6pp | 158.70%-139.2pp |
| Employer contribution / active EE | $81 | $1,139-92.9% | $2,799-97.1% | $2,705-97.0% |
| Participant deferral / active EE | $402 | $2,344-82.8% | $4,351-90.8% | $4,561-91.2% |
| Admin fee / account holder | $53 | $128-58.4% | $5,539-99.0% | $152-64.9% |