Filed April 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,209 |
Filed as: EMPOWER ANNUITY INVETMENT, CO Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,213 |
FORVIS, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $32,393 |
Filed as: VARIALBE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,633 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP Service code 99 · EIN 20-4773945 | Other Fees | $2,949 |
AMERICAN FUNDS5 years Filed as: FORT PITT CAPITAL GROUP, LLC Service code 99 · EIN 47-5006020 | Other Fees | $2,582 |
SIGNATURE ESTATE & INVESTMENT7+ years Service code 99 · EIN 95-4806910 | Other Fees | $1,902 |
Filed as: APOLLON WEALTH MANAGEMENT,LLC Service code 99 · EIN 82-3706323 | Other Fees | $1,070 |
CHARLES SCHWAB & CO., INC.7+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $801 |
Filed as: FLEXIBLE PLAN INVESTMENT, LTD Service code 99 · EIN 38-2340348 | Other Fees | $499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,881 | $73,283+81.3% | $155,556-14.6% | $106,553+24.7% |
| Participation rate | 15.7% | 73.3%-57.6pp | 78.2%-62.5pp | 69.8%-54.1pp |
| Annual return | 18.69% | 15.76%+2.9pp | 64.84%-46.1pp | 17.37%+1.3pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $1,952 | $4,567-57.3% | $5,631-65.3% | $5,562-64.9% |
| Admin fee / account holder | $38 | $56-31.6% | $15,885-99.8% | $80-52.0% |