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 |
|---|---|---|
Filed as: TURNBULL AND BRIM LLP Service code 99 · EIN 82-2342025 802 SW A AVE · LAWTON, OK 73501 | Other Fees | $8,750 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 41-0418150 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,283 |
Service code 13 · EIN 95-3654973 16030 VENTURA BLVD. · ENCINO, CA 91436 | Contract Administrator | $2,524 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,809 |
PRB ADMINISTRATORS, INC.2 years Service code 13 · EIN 38-2799783 1990 S. BUNDY DR., SUITE 410 · LOS ANGELES, CA 90025 | Contract Administrator | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,303 | $63,114-44.1% | $92,909-62.0% | $65,185-45.8% |
| Participation rate | 58.3% | 68.8%-10.4pp | 76.0%-17.7pp | 70.2%-11.9pp |
| Annual return | 22.23% | 28.75%-6.5pp | 109.44%-87.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $723 | $2,571-71.9% | $3,653-80.2% | $2,177-66.8% |
| Participant deferral / active EE | $2,246 | $3,108-27.7% | $4,238-47.0% | $3,514-36.1% |
| Admin fee / account holder | $145 | $624-76.7% | $5,795-97.5% | $847-82.9% |