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 | $39,778 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,650 |
PETRINOVICH PUGH & COMPANY, LLP3+ years Service code 10 333 W SANTA CLARA ST STE 830 · SAN JOSE, CA 95113 | Accounting | $9,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,228 | $80,753-16.7% | $136,298-50.7% | $62,293+7.9% |
| Participation rate | 54.5% | 73.5%-19.0pp | 81.9%-27.4pp | 69.5%-15.0pp |
| Annual return | 18.12% | 35.83%-17.7pp | 5156.27%-5138.1pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,115 | $5,164-1.0% | $6,247-18.1% | $3,169+61.4% |
| Admin fee / account holder | $627 | $525+19.4% | $9,244-93.2% | $479+30.8% |