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 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $40,718 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,880 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,357 |
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.)
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 | $90,186 | $105,198-14.3% | $159,455-43.4% | $85,856+5.0% |
| Participation rate | 85.9% | 75.8%+10.2pp | 82.8%+3.1pp | 69.3%+16.6pp |
| Annual return | 14.97% | 45.08%-30.1pp | 263.63%-248.7pp | 318.58%-303.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,730 | $5,946+63.6% | $7,353+32.3% | $3,952+146.2% |
| Admin fee / account holder | $426 | $6,934-93.9% | $10,800-96.1% | $6,261-93.2% |