Filed May 17, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82,811 |
THE FINWAY GROUP3+ years Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $61,822 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,239 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $25,725 |
Service code 27 REDWOOD HWY · SAN RAFEAL, CA 94903 | Advisory (Plan) | $20,909 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 722 ESSINGTON RD · JOLIET, IL 60435 | Advisory (Plan) | $14,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,939 | $79,223+27.4% | $102,460-1.5% | $74,478+35.5% |
| Participation rate | 86.1% | 74.8%+11.4pp | 76.5%+9.6pp | 67.2%+18.9pp |
| Annual return | 9.38% | 54.98%-45.6pp | 29.47%-20.1pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $4,721 | $2,363+99.8% | $3,025+56.1% | $2,626+79.8% |
| Participant deferral / active EE | $9,471 | $4,417+114.4% | $5,056+87.3% | $4,350+117.7% |
| Admin fee / account holder | $704 | $2,003-64.9% | $9,460-92.6% | $1,946-63.8% |