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 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,484 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,902 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,034 | $104,497-56.9% | $159,487-71.8% | $79,389-43.3% |
| Participation rate | 65.0% | 76.6%-11.6pp | 82.8%-17.8pp | 70.7%-5.7pp |
| Annual return | 12.99% | 67.98%-55.0pp | 263.71%-250.7pp | 116.89%-103.9pp |
| Employer contribution / active EE | $2,452 | $3,418-28.3% | $4,831-49.2% | $2,428+1.0% |
| Participant deferral / active EE | $5,827 | $6,468-9.9% | $7,354-20.8% | $4,046+44.0% |
| Admin fee / account holder | $374 | $711-47.4% | $10,804-96.5% | $626-40.3% |