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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,122 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,891 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKET, LLC Service code 27 60 S. 6TH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $13,602 |
Service code 13 | Contract Administrator | $4,353 |
Filed as: PLAN ADMINISTRATION & DESIGN Service code 13 14618 VENTURA BLVD. SUITE 408 · ENCINO, CA 91436 | Contract Administrator | $2,589 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,981 | $54,590+2.5% | $81,726-31.5% | $73,497-23.8% |
| Participation rate | 88.1% | 68.3%+19.7pp | 72.0%+16.1pp | 70.7%+17.4pp |
| Annual return | 9.23% | 17.74%-8.5pp | 29.49%-20.3pp | 28.51%-19.3pp |
| Employer contribution / active EE | $382 | $1,636-76.6% | $4,311-91.1% | $2,270-83.2% |
| Participant deferral / active EE | $2,196 | $2,759-20.4% | $7,108-69.1% | $3,740-41.3% |
| Admin fee / account holder | $763 | $592+28.9% | $5,160-85.2% | $513+48.7% |