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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,244 |
Filed as: RAYMOND JAMES FINANCIAL SRVS Service code 27 · EIN 59-1531281 | Advisory (Plan) | $15,290 |
PBMARES, LLP5 years Service code 13 · EIN 54-0737372 | Contract Administrator | $7,663 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $780 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,010 | $50,919-70.5% | $155,556-90.4% | $77,762-80.7% |
| Participation rate | 44.7% | 63.1%-18.4pp | 78.2%-33.5pp | 70.6%-25.9pp |
| Annual return | 11.91% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.4pp |
| Employer contribution / active EE | $330 | $1,991-83.4% | $4,675-92.9% | $2,728-87.9% |
| Participant deferral / active EE | $1,164 | $2,824-58.8% | $5,631-79.3% | $4,651-75.0% |
| Admin fee / account holder | $221 | $437-49.5% | $15,885-98.6% | $433-49.1% |