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 | $8,592 |
Filed as: CONSULTING, LLC DESCHUTES INVESTMEN Service code 27 200 SW MARKET STREET STE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $8,162 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $425 |
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 | $23,375 | $43,504-46.3% | $68,612-65.9% | $56,287-58.5% |
| Participation rate | 34.3% | 67.8%-33.5pp | 72.2%-37.9pp | 69.9%-35.6pp |
| Annual return | -5.61% | -3.15%-2.5pp | -4.63%-1.0pp | -9.96%+4.3pp |
| Employer contribution / active EE | $498 | $1,525-67.4% | $2,625-81.0% | $2,111-76.4% |
| Participant deferral / active EE | $1,733 | $2,509-30.9% | $3,311-47.7% | $3,350-48.3% |
| Admin fee / account holder | $167 | $515-67.6% | $5,131-96.7% | $521-68.0% |