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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC1+ years Service code 27 | Advisory (Plan) | $38,389 |
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,106 |
Service code 13 25195 SW PARKWAY AVENUE, SUITE 204 · WILSONVILLE, OR 97040 | Contract Administrator | $0 |
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 | $60,252 | $46,360+30.0% | $147,617-59.2% | $52,331+15.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.62% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $4,172 | $2,126+96.2% | $5,565-25.0% | $1,882+121.7% |
| Participant deferral / active EE | $4,686 | $2,258+107.6% | $4,895-4.3% | $3,022+55.1% |
| Admin fee / account holder | $94 | $766-87.8% | $11,611-99.2% | $592-84.2% |