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 | $14,766 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,558 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 27 2729 STATE RD 580 STE C · CLEARWATER, FL 33761 | Advisory (Plan) | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,648 | $75,388-46.1% | $123,553-67.1% | $55,725-27.1% |
| Participation rate | 38.6% | 75.7%-37.1pp | 82.3%-43.7pp | 70.9%-32.2pp |
| Annual return | -0.54% | 4.48%-5.0pp | 119.21%-119.8pp | 244.93%-245.5pp |
| Employer contribution / active EE | $664 | $3,063-78.3% | $4,628-85.7% | $2,078-68.1% |
| Participant deferral / active EE | $2,630 | $5,651-53.5% | $6,426-59.1% | $3,356-21.6% |
| Admin fee / account holder | $193 | $120+61.1% | $9,284-97.9% | $115+67.5% |