See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $16,523 |
FIRST ASSET FINANCIAL4 years Filed as: FIRST ASSET FINANCIAL INC Service code 55 | Other Commissions | $8,067 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 | Contract Administrator | $2,034 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6011 WEST COURTYARD DR STE 405 · AUSTIN, TX 78730 | Other Fees | $1,017 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38 |
FIRST ASSET FINANCIAL4 years Service code 55 PO BOX 1364 · SALINA, KS 67402 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,182 | $165,335-35.8% | $149,696-29.1% | $158,922-33.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.08% | 348.15%-341.1pp | 276.60%-269.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $3,642 | $5,103-28.6% | $4,644-21.6% | $4,761-23.5% |
| Participant deferral / active EE | $5,886 | $7,181-18.0% | $6,842-14.0% | $5,982-1.6% |
| Admin fee / account holder | $591 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |