Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $66,666 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,132 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $188,795 | $58,726+221.5% | $92,240+104.7% | $62,293+203.1% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 21.16% | 43.62%-22.5pp | 176.29%-155.1pp | 28.90%-7.7pp |
| Employer contribution / active EE | $7,932 | $2,392+231.6% | $3,680+115.6% | $2,042+288.4% |
| Participant deferral / active EE | $8,416 | $2,766+204.3% | $3,897+115.9% | $3,169+165.5% |
| Admin fee / account holder | $471 | $556-15.4% | $5,194-90.9% | $479-1.8% |