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 |
|---|---|---|
DA DAVIDSON & CO9+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $37,616 |
ASPIRE FINANCIAL SERVICES9+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $22,071 |
PROFESSIONAL BENEFIT SERVICES9+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $12,315 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $7,511 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,758 | $61,338-80.8% | $149,717-92.1% | $71,495-83.6% |
| Participation rate | 79.6% | 62.5%+17.1pp | 78.8%+0.8pp | 67.9%+11.7pp |
| Annual return | 10.19% | 35.86%-25.7pp | 134.41%-124.2pp | 28.85%-18.7pp |
| Employer contribution / active EE | $2,546 | $2,381+6.9% | $4,820-47.2% | $2,589-1.7% |
| Participant deferral / active EE | $1,517 | $2,919-48.0% | $5,682-73.3% | $4,291-64.7% |
| Admin fee / account holder | $140 | $1,263-88.9% | $13,213-98.9% | $1,588-91.2% |