Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,492 |
Filed as: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 THREE PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $22,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,196 | $100,272-50.9% | $170,028-71.1% | $74,440-33.9% |
| Participation rate | 95.1% | 87.4%+7.7pp | 87.0%+8.1pp | 70.7%+24.4pp |
| Annual return | 23.50% | 66.12%-42.6pp | 53.39%-29.9pp | 34.37%-10.9pp |
| Employer contribution / active EE | $3,057 | $4,266-28.3% | $6,788-55.0% | $2,638+15.9% |
| Participant deferral / active EE | $7,434 | $7,147+4.0% | $10,409-28.6% | $4,529+64.2% |
| Admin fee / account holder | $183 | $235-21.9% | $12,820-98.6% | $348-47.4% |