Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,342 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,622 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,132 | $69,774-91.2% | $67,575-90.9% | $74,459-91.8% |
| Participation rate | 91.2% | 71.4%+19.8pp | 72.9%+18.3pp | 67.2%+24.0pp |
| Annual return | 13.34% | -40.53%+53.9pp | 3528.98%-3515.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $168 | $2,710-93.8% | $2,736-93.9% | $2,626-93.6% |
| Participant deferral / active EE | $2,066 | $3,636-43.2% | $4,003-48.4% | $4,350-52.5% |
| Admin fee / account holder | $77 | $890-91.3% | $3,993-98.1% | $1,945-96.0% |