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 |
|---|---|---|
THE LEADERS GROUP INC2 years Service code 55 26 W DRY CREEK CIR STE 800 · LITTLETON, CO 80120 | Other Commissions | $15,656 |
MORNINGSTAR8+ years Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $1,553 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $1,553 |
BOKF, NA1 year Service code 28 · EIN 73-0780382 | Investment Management | $300 |
WIRTH ROBERT E2 years Service code 49 16051 ADDISON ROAD SUITE 310 · ADDISON, TX 75001 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $21,057 | $65,125-67.7% | $143,797-85.4% | $66,949-68.5% |
| Participation rate | 44.6% | 65.2%-20.6pp | 80.3%-35.7pp | 69.8%-25.2pp |
| Annual return | -15.74% | -11.13%-4.6pp | -0.04%-15.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $376 | $2,362-84.1% | $4,952-92.4% | $2,545-85.2% |
| Participant deferral / active EE | $2,113 | $2,920-27.7% | $5,638-62.5% | $4,239-50.2% |
| Admin fee / account holder | $260 | $503-48.3% | $14,679-98.2% | $594-56.2% |