Filed March 14, 2024
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 | $57,620 |
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $29,884 |
HOUCK EVARTS & COMPANY LLC3+ years Service code 10 · EIN 20-0361525 | Accounting | $7,000 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $7,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,768 | $80,753-11.1% | $136,298-47.3% | $62,293+15.2% |
| Participation rate | 83.5% | 73.5%+10.0pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 16.72% | 35.83%-19.1pp | 5156.27%-5139.5pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,208 | $2,884-58.1% | $4,696-74.3% | $2,042-40.8% |
| Participant deferral / active EE | $5,088 | $5,164-1.5% | $6,247-18.6% | $3,169+60.5% |
| Admin fee / account holder | $567 | $525+7.9% | $9,244-93.9% | $479+18.3% |