Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,108 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,357 | $35,183+48.8% | $73,550-28.8% | $70,126-25.3% |
| Participation rate | 26.0% | 42.9%-17.0pp | 54.9%-29.0pp | 69.5%-43.6pp |
| Annual return | 14.51% | 26.90%-12.4pp | -15.16%+29.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $381 | $709-46.2% | $1,219-68.7% | $2,343-83.7% |
| Participant deferral / active EE | $788 | $1,220-35.4% | $1,804-56.3% | $3,332-76.4% |
| Admin fee / account holder | $517 | $2,302-77.5% | $2,320-77.7% | $4,645-88.9% |