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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $127,946 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 99 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Other Fees | $46,875 |
PENSION ASSURANCE LLP7+ years Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $11,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,869 | $58,344+16.3% | $98,506-31.1% | $86,821-21.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 10.82% | 43.47%-32.7pp | 1494.92%-1484.1pp | 97.94%-87.1pp |
| Employer contribution / active EE | $1,473 | $2,008-26.6% | $2,961-50.2% | $2,406-38.8% |
| Participant deferral / active EE | $4,066 | $3,156+28.8% | $4,277-4.9% | $4,132-1.6% |
| Admin fee / account holder | $172 | $138+25.1% | $5,955-97.1% | $170+1.6% |