Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,739 |
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST 36TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $6,875 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $85 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,397 | $57,590+178.5% | $86,233+86.0% | $82,448+94.5% |
| Participation rate | 87.3% | 57.9%+29.4pp | 69.0%+18.3pp | 68.1%+19.2pp |
| Annual return | 25.00% | 22.41%+2.6pp | 61.39%-36.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $2,257 | $1,655+36.3% | $2,504-9.9% | $2,551-11.5% |
| Participant deferral / active EE | $5,448 | $3,080+76.9% | $4,559+19.5% | $4,139+31.6% |
| Admin fee / account holder | $2,399 | $4,730-49.3% | $8,342-71.2% | $7,234-66.8% |