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 | $4,588 |
BAS PARTNERS3 years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $3,200 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $580 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,837 | $38,365-90.0% | $84,637-95.5% | $65,186-94.1% |
| Participation rate | 44.2% | 55.7%-11.4pp | 68.2%-24.0pp | 70.2%-26.0pp |
| Annual return | 35.36% | 32.00%+3.4pp | 258.82%-223.5pp | 29.39%+6.0pp |
| Employer contribution / active EE | $20 | $1,258-98.4% | $2,653-99.2% | $2,177-99.1% |
| Participant deferral / active EE | $1,044 | $2,278-54.2% | $3,900-73.2% | $3,514-70.3% |
| Admin fee / account holder | $65 | $451-85.5% | $4,914-98.7% | $847-92.3% |