Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,730 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,564 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $3,667 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 99 2729 STATE RD 580 STE C · CLEARWATER, FL 33761 | Other Fees | $333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,387 | $100,801-50.0% | $149,745-66.4% | $73,412-31.4% |
| Participation rate | 43.2% | 77.7%-34.5pp | 82.5%-39.3pp | 72.2%-29.0pp |
| Annual return | 16.93% | 265.34%-248.4pp | 276.72%-259.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $839 | $3,312-74.7% | $4,646-81.9% | $2,234-62.4% |
| Participant deferral / active EE | $2,991 | $6,404-53.3% | $6,843-56.3% | $3,806-21.4% |
| Admin fee / account holder | $174 | $181-3.7% | $9,312-98.1% | $158+10.3% |