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 |
|---|---|---|
STEVENS & LEE1 year Filed as: STEVENS, DOWD AND COMPANY Service code 13 | Contract Administrator | $983 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
STEVENS DOWD & COMPANY1 year Filed as: STEVENS, DOWD & COMPANY Service code 13 629 LAKELAND EAST DRIVE · JACKSON, MS 39232 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,074 | $42,546-59.9% | $71,796-76.2% | $55,167-69.1% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 10.10% | 12.36%-2.3pp | 78.04%-67.9pp | 169.23%-159.1pp |
| Employer contribution / active EE | $3,271 | $803+307.1% | $1,924+69.9% | $1,963+66.6% |
| Participant deferral / active EE | $3,557 | $2,064+72.3% | $2,794+27.3% | $3,054+16.5% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |