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 |
|---|---|---|
GUIDED CHOICE2 years Filed as: GUIDED CAPITAL WEALTH MANAGEMENT LL Service code 27 24 GREENWAY PLAZA STE 1510 · HOUSTON, TX 77046 | Advisory (Plan) | $63,101 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,529 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $33,038 | $106,236-68.9% | $112,258-70.6% | $64,814-49.0% |
| Participation rate | 58.5% | 71.7%-13.1pp | 75.1%-16.5pp | 71.5%-12.9pp |
| Annual return | -17.85% | -6.02%-11.8pp | 27.47%-45.3pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,257 | $3,166-28.7% | $3,636-37.9% | $2,507-9.9% |
| Participant deferral / active EE | $4,689 | $3,785+23.9% | $4,728-0.8% | $4,310+8.8% |
| Admin fee / account holder | $189 | $452-58.1% | $6,411-97.0% | $188+0.8% |