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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,841 |
Filed as: KESTRA INVESTMENT Service code 55 | Other Commissions | $10,306 |
Filed as: RETIREMENT SOLUTIONS SPECIALIST Service code 13 · EIN 27-0293282 P.O BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $3,849 |
Service code 13 | Contract Administrator | $2,076 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $331 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $0 |
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).
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 | $35,719 | $55,449-35.6% | $83,850-57.4% | $56,287-36.5% |
| Participation rate | 26.2% | 68.0%-41.8pp | 76.1%-49.9pp | 69.9%-43.6pp |
| Annual return | -5.70% | -1.38%-4.3pp | 850.92%-856.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $662 | $2,430-72.8% | $3,631-81.8% | $2,111-68.7% |
| Participant deferral / active EE | $1,368 | $2,935-53.4% | $4,082-66.5% | $3,350-59.2% |
| Admin fee / account holder | $478 | $656-27.1% | $5,478-91.3% | $521-8.3% |