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: NORTH DALLAS BANK & TRUST CO Service code 25 12900 PRESTON RD STE 300 · DALLAS, TX 75230 | Directed Trustee | $32,520 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,907 | $83,485-21.1% | $125,192-47.4% | $72,975-9.7% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.3pp | 69.5%+16.6pp |
| Annual return | 23.51% | 25.77%-2.3pp | 43.79%-20.3pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,478 | $2,346-37.0% | $3,866-61.8% | $2,440-39.4% |
| Participant deferral / active EE | $2,325 | $3,586-35.2% | $4,937-52.9% | $3,608-35.5% |
| Admin fee / account holder | $382 | $5,518-93.1% | $9,704-96.1% | $5,124-92.6% |