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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $131,086 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $84,333 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,496 |
KSJG, LLP5+ years Filed as: KUSHNER, SMITH JOANOU & GREGSON, LL Service code 10 8105 IRVINE CENTER DRIVE SUITE 1000 · IRVINE, CA 92618 | Accounting | $10,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,510 | $117,238-28.8% | $87,102-4.1% | $82,204+1.6% |
| Participation rate | 71.9% | 87.2%-15.4pp | 76.9%-5.0pp | 73.4%-1.5pp |
| Annual return | 56.95% | 25.80%+31.1pp | 28.19%+28.8pp | 26.31%+30.6pp |
| Employer contribution / active EE | $1,501 | $3,535-57.5% | $2,521-40.5% | $2,707-44.6% |
| Participant deferral / active EE | $3,132 | $5,976-47.6% | $4,048-22.6% | $4,246-26.2% |
| Admin fee / account holder | $62 | $81-23.8% | $7,493-99.2% | $76-18.1% |