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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,942 |
MMA SECURITIES LLC2 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $39,132 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,881 | $74,347-27.5% | $93,621-42.4% | $67,579-20.3% |
| Participation rate | 88.6% | 80.6%+8.0pp | 75.8%+12.8pp | 71.3%+17.4pp |
| Annual return | 23.48% | 28.07%-4.6pp | 32.76%-9.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,719-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,925 | $4,060+119.8% | $4,070+119.3% | $3,539+152.2% |
| Admin fee / account holder | $185 | $123+50.9% | $7,890-97.7% | $142+30.1% |