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 |
|---|---|---|
BURLEIGH CONSULTING GROUP1+ years Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $4,488 |
BURLEIGH CONSULTING GROUP1+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 | Contract Administrator | $1,330 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,765 | $43,550+0.5% | $63,244-30.8% | $52,331-16.4% |
| Participation rate | 34.7% | 65.7%-31.0pp | 71.0%-36.3pp | 68.1%-33.4pp |
| Annual return | -2.14% | 2.03%-4.2pp | -70.31%+68.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $284 | $1,351-78.9% | $2,322-87.7% | $1,882-84.9% |
| Participant deferral / active EE | $1,159 | $2,254-48.6% | $2,953-60.8% | $3,022-61.6% |
| Admin fee / account holder | $76 | $387-80.5% | $5,893-98.7% | $592-87.2% |