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 | $37,030 |
H BECK INC2 years Service code 27 6600 ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $18,294 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY ROAD · ATLANTA, GA 30342 | Contract Administrator | $11,210 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,475 | $54,162+33.8% | $68,612+5.6% | $64,173+12.9% |
| Participation rate | 73.6% | 68.1%+5.6pp | 72.2%+1.4pp | 69.6%+4.1pp |
| Annual return | -7.73% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,013 | $1,846+9.1% | $2,625-23.3% | $2,381-15.4% |
| Participant deferral / active EE | $5,250 | $2,626+99.9% | $3,311+58.5% | $3,470+51.3% |
| Admin fee / account holder | $393 | $4,029-90.2% | $5,131-92.3% | $4,887-92.0% |