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| Provider | Service type | Compensation |
|---|---|---|
IPS RIA, LLC3+ years Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $15,779 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,474 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,590 | $80,753-22.5% | $136,298-54.1% | $62,293+0.5% |
| Participation rate | 68.2% | 73.5%-5.3pp | 81.9%-13.7pp | 69.5%-1.3pp |
| Annual return | 19.79% | 35.83%-16.0pp | 5156.27%-5136.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,543 | $2,884-11.8% | $4,696-45.8% | $2,042+24.5% |
| Participant deferral / active EE | $5,361 | $5,164+3.8% | $6,247-14.2% | $3,169+69.2% |
| Admin fee / account holder | $182 | $525-65.3% | $9,244-98.0% | $479-62.0% |