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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,480 |
AAFCPAS, INC.1 year Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $26,396 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,559 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,422 | $42,909-26.8% | $152,093-79.3% | $71,012-55.8% |
| Participation rate | 56.8% | 54.7%+2.1pp | 77.8%-21.0pp | 58.6%-1.8pp |
| Annual return | 10.67% | 30.57%-19.9pp | 66.36%-55.7pp | 37.67%-27.0pp |
| Employer contribution / active EE | $466 | $1,369-66.0% | $4,175-88.8% | $2,348-80.2% |
| Participant deferral / active EE | $949 | $1,904-50.2% | $5,451-82.6% | $3,246-70.8% |
| Admin fee / account holder | $392 | $1,014-61.3% | $14,497-97.3% | $1,167-66.4% |