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 27 7200 E HAMPDEN AVE STE 206 · DENVER, CO 80224 | Advisory (Plan) | $49,207 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,292 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,876 |
PENTEGRA SERVICES, INC.1 year Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $10,725 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $7,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,280 | $95,417-31.6% | $135,974-52.0% | $74,460-12.3% |
| Participation rate | 82.1% | 78.2%+3.9pp | 81.9%+0.2pp | 70.7%+11.4pp |
| Annual return | 33.85% | 32.76%+1.1pp | 68.30%-34.5pp | 34.38%-0.5pp |
| Employer contribution / active EE | $3,972 | $3,878+2.4% | $4,859-18.3% | $2,638+50.6% |
| Participant deferral / active EE | $7,497 | $7,789-3.8% | $7,760-3.4% | $4,530+65.5% |
| Admin fee / account holder | $330 | $266+24.1% | $10,767-96.9% | $348-5.0% |