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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,817 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $11,364 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $6,343 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,893 | $75,183-49.6% | $123,894-69.4% | $55,167-31.3% |
| Participation rate | 83.0% | 72.8%+10.2pp | 81.4%+1.6pp | 69.0%+14.0pp |
| Annual return | 8.39% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,539 | $2,823-45.5% | $4,617-66.7% | $1,963-21.6% |
| Participant deferral / active EE | $4,211 | $5,084-17.2% | $5,984-29.6% | $3,054+37.9% |
| Admin fee / account holder | $311 | $663-53.1% | $8,357-96.3% | $504-38.3% |