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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,972 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $7,314 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $217 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,558 | $47,977-92.6% | $154,108-97.7% | $56,289-93.7% |
| Participation rate | 96.2% | 66.2%+30.0pp | 83.0%+13.2pp | 69.9%+26.4pp |
| Annual return | -10.51% | 3.54%-14.1pp | 735.21%-745.7pp | -9.96%-0.6pp |
| Employer contribution / active EE | $389 | $2,169-82.1% | $5,298-92.7% | $2,111-81.6% |
| Participant deferral / active EE | $1,353 | $2,392-43.4% | $5,081-73.4% | $3,350-59.6% |
| Admin fee / account holder | $37 | $438-91.5% | $13,411-99.7% | $521-92.8% |