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 |
|---|---|---|
MHS ADVISORY SERVICES, LLC6 years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZTA BOULEVRD STE 130 · MINNETINKA, MN 55305 | Advisory (Plan) | $16,184 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,301 | $51,207-23.3% | $70,565-44.3% | $71,529-45.1% |
| Participation rate | 99.3% | 59.4%+39.9pp | 68.4%+31.0pp | 67.9%+31.4pp |
| Annual return | 18.36% | 42.71%-24.4pp | 32.79%-14.4pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,557 | $1,795-13.3% | $2,976-47.7% | $2,590-39.9% |
| Participant deferral / active EE | $4,313 | $3,033+42.2% | $4,568-5.6% | $4,291+0.5% |
| Admin fee / account holder | $104 | $2,002-94.8% | $6,430-98.4% | $1,588-93.4% |