See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,958 |
R-TECH CONSULTANTS, INC.6+ years Service code 13 21331 CONSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $17,800 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANTLEY INSURANCE SERVICES Service code 55 | Other Commissions | $15,941 |
Service code 16 PO BOX 55248 · SHERMAN OAKS, CA 91413 | Consulting | $7,006 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,502 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR, LLC Service code 27 6504 BRIDGEPOINT PKWY SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,005 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,142 | $79,519-54.5% | $95,952-62.3% | $73,409-50.8% |
| Participation rate | 58.3% | 81.2%-22.9pp | 77.1%-18.8pp | 72.2%-13.9pp |
| Annual return | 7.27% | 19.20%-11.9pp | 91.61%-84.3pp | 59.29%-52.0pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,551 | $4,138-62.5% | $4,167-62.8% | $3,805-59.2% |
| Admin fee / account holder | $149 | $184-19.1% | $6,795-97.8% | $158-5.6% |