Filed September 25, 2018
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 27 972 INTERNATIONAL PKWY · LAKE MARY, FL 32789 | Advisory (Plan) | $64,056 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 | Contract Administrator | $48,372 |
Filed as: GREAT-WEST LIFE & ANNUITY INS COMPA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,217 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,708 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $4,271 |
BATES & COMPANY, INC.1 year Filed as: BATES & COMPANY INC Service code 13 1201 S ORLANDO AVE · WINTER PARK, FL 32789 | Contract Administrator | $3,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,623 | $52,626-32.3% | $98,506-63.8% | $93,010-61.7% |
| Participation rate | 29.0% | 65.3%-36.3pp | 73.3%-44.3pp | 73.9%-44.9pp |
| Annual return | 21.22% | 16.95%+4.3pp | 1494.92%-1473.7pp | 158.70%-137.5pp |
| Employer contribution / active EE | $495 | $1,894-73.9% | $2,961-83.3% | $2,705-81.7% |
| Participant deferral / active EE | $1,681 | $2,907-42.2% | $4,277-60.7% | $4,561-63.1% |
| Admin fee / account holder | $189 | $102+84.9% | $5,955-96.8% | $152+24.6% |