Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORS INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,894 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74,327 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS. SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $59,194 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $50,000 |
HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 91199 | Accounting | $16,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,007 | $95,438+5.8% | $135,982-25.7% | $74,473+35.6% |
| Participation rate | 95.7% | 78.2%+17.5pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 35.95% | 32.61%+3.3pp | 68.32%-32.4pp | 34.36%+1.6pp |
| Employer contribution / active EE | $13,043 | $3,878+236.3% | $4,859+168.4% | $2,638+394.4% |
| Participant deferral / active EE | $12,494 | $7,790+60.4% | $7,760+61.0% | $4,530+175.8% |
| Admin fee / account holder | $281 | $259+8.5% | $10,767-97.4% | $347-19.0% |