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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,360 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,583 |
PRICEKUBECKA PLLC2 years Service code 10 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Accounting | $7,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $800 |
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 | $131,251 | $86,298+52.1% | $111,308+17.9% | $85,847+52.9% |
| Participation rate | 65.3% | 73.3%-8.0pp | 77.3%-12.0pp | 69.3%-4.0pp |
| Annual return | 7.62% | 19.99%-12.4pp | 54.67%-47.0pp | 318.61%-311.0pp |
| Employer contribution / active EE | $1,068 | $2,044-47.8% | $2,732-60.9% | $2,565-58.4% |
| Participant deferral / active EE | $4,187 | $3,641+15.0% | $4,487-6.7% | $3,952+5.9% |
| Admin fee / account holder | $351 | $8,189-95.7% | $7,965-95.6% | $6,261-94.4% |