Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,100 |
VESTAL & WILER CPAS1 year Service code 10 201 E PINE STREET, SUITE 801 · ORLANDO, FL 32801 | Accounting | $11,650 |
Filed as: MORGAN STANELY INSURANCE SERVICES Service code 55 | Other Commissions | $6,877 |
Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 701 5TH AVENUE · SEATTLE, WA 98104 | Contract Administrator | $5,040 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $332 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,521 | $89,652-78.2% | $141,191-86.2% | $65,185-70.1% |
| Participation rate | 63.4% | 74.7%-11.3pp | 82.5%-19.0pp | 70.2%-6.8pp |
| Annual return | 26.29% | 32.79%-6.5pp | 71.41%-45.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,713 | $3,065-44.1% | $4,736-63.8% | $2,177-21.3% |
| Participant deferral / active EE | $3,363 | $5,691-40.9% | $6,710-49.9% | $3,514-4.3% |
| Admin fee / account holder | $184 | $569-67.6% | $10,264-98.2% | $847-78.3% |