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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,626 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $26,271 |
BPM LLP3 years Service code 10 600 CALIFORNIA ST STE 600 · SAN FRANCISCO, CA 94108 | Accounting | $11,000 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,511 | $53,901+290.6% | $134,162+56.9% | $73,497+186.4% |
| Participation rate | 34.1% | 62.8%-28.7pp | 72.2%-38.1pp | 70.7%-36.6pp |
| Annual return | 14.06% | 15.82%-1.8pp | 36.35%-22.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,895 | $2,739-30.8% | $3,500-45.8% | $3,740-49.3% |
| Admin fee / account holder | $1,148 | $581+97.8% | $6,685-82.8% | $513+123.8% |