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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $445,701 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,499 |
ESLER & VANDERSCHAAFF CO., L.P.A4+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $29,807 |
Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $27,500 |
RSM US LLP4+ years Service code 10 ONE SOUTH WACKER DR · CHICAGO, IL 60606 | Accounting | $15,472 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $11,000 |
ASCENDE WEALTH ADVISERS INC2 years Service code 27 2700 POST OAK BLVD 25TH FL · HOUSTON, TX 77056 | Advisory (Plan) | $10,935 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,935 |
SUMMIT GLOBAL INVESTMENTS LLC4+ years Service code 26 · EIN 27-3616371 | Advisory (Participants) | $7,423 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 | Securities brokerage | $0 |
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 | $88,574 | $71,106+24.6% | $83,322+6.3% | $75,289+17.6% |
| Participation rate | 90.8% | 82.0%+8.8pp | 77.8%+13.1pp | 72.4%+18.4pp |
| Annual return | -1.68% | -0.56%-1.1pp | 10.64%-12.3pp | -0.04%-1.6pp |
| Employer contribution / active EE | $2,784 | $2,436+14.3% | $3,379-17.6% | $2,405+15.7% |
| Participant deferral / active EE | $3,926 | $6,249-37.2% | $5,565-29.4% | $3,739+5.0% |
| Admin fee / account holder | $110 | $72+51.4% | $7,540-98.5% | $102+7.1% |