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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,085 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,643 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $622 |
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.
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 | $30,671 | $46,173-33.6% | $170,435-82.0% | $69,631-56.0% |
| Participation rate | 32.8% | 63.9%-31.1pp | 83.6%-50.8pp | 70.7%-37.9pp |
| Annual return | 25.97% | 21.62%+4.3pp | 205.94%-180.0pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $127 | $1,610-92.1% | $5,432-97.7% | $2,032-93.8% |
| Participant deferral / active EE | $1,996 | $2,080-4.1% | $4,939-59.6% | $3,224-38.1% |
| Admin fee / account holder | $299 | $116+157.8% | $13,881-97.8% | $110+170.6% |