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 | $16,676 |
SAGEPOINT FINANCIAL INC3 years Service code 55 20 EAST THOMAS ROAD, SUITE 2000 · PHOENIX, AZ 85012 | Other Commissions | $16,553 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $7,610 |
CALVIN MARTIN & COMPANY1 year Service code 10 1425 PRINCE ST · HOUSTON, TX 77008 | Accounting | $7,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,935 | $56,443+32.8% | $83,830-10.6% | $55,725+34.5% |
| Participation rate | 30.3% | 72.0%-41.7pp | 76.1%-45.8pp | 70.9%-40.5pp |
| Annual return | -1.81% | 393.67%-395.5pp | 850.97%-852.8pp | 244.93%-246.7pp |
| Employer contribution / active EE | $608 | $2,682-77.3% | $3,631-83.2% | $2,078-70.7% |
| Participant deferral / active EE | $2,434 | $2,965-17.9% | $4,082-40.4% | $3,356-27.5% |
| Admin fee / account holder | $258 | $156+65.3% | $5,479-95.3% | $115+124.2% |