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 55 1250 CAPITAL OF TEXAS HWY S · WEST LAKE HILLS, TX 78746 | Other Commissions | $17,595 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,876 |
TANNER LLC1 year Service code 10 36 SOUTH STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $9,805 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
Annual investment return 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.
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 | $20,882 | $63,924-67.3% | $108,582-80.8% | $55,167-62.1% |
| Participation rate | 94.8% | 74.3%+20.5pp | 79.6%+15.2pp | 69.0%+25.8pp |
| Annual return | 4.65% | 15.31%-10.7pp | -51.70%+56.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,045 | $1,879-44.4% | $3,758-72.2% | $1,963-46.8% |
| Participant deferral / active EE | $2,327 | $3,067-24.1% | $4,311-46.0% | $3,054-23.8% |
| Admin fee / account holder | $114 | $618-81.5% | $7,645-98.5% | $504-77.4% |