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 | $95,956 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $32,324 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,292 |
ROBERTSON & ROBERTSON, PLLC2+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,510 | $75,183-12.9% | $123,894-47.1% | $55,167+18.7% |
| Participation rate | 85.4% | 72.8%+12.6pp | 81.4%+4.0pp | 69.0%+16.4pp |
| Annual return | 6.05% | 19.01%-13.0pp | 47.52%-41.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,528 | $2,823-10.5% | $4,617-45.2% | $1,963+28.8% |
| Participant deferral / active EE | $6,281 | $5,084+23.5% | $5,984+5.0% | $3,054+105.7% |
| Admin fee / account holder | $472 | $663-28.8% | $8,357-94.4% | $504-6.3% |