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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,035 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $23,540 |
EJ CALLAHAN & ASSOCIATES LLC5 years Filed as: E J CALLAHAN & ASSOCIATES LLC Service code 99 1 PLEASURE ISLAND RD STE 2A · WAKEFIELD, MA 01880 | Other Fees | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $99,863 | $79,779+25.2% | $153,741-35.0% | $74,478+34.1% |
| Participation rate | 63.6% | 69.9%-6.4pp | 77.1%-13.5pp | 67.2%-3.7pp |
| Annual return | 8.51% | 15.08%-6.6pp | 15.71%-7.2pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $2,291 | $4,026-43.1% | $5,042-54.6% | $2,626-12.8% |
| Participant deferral / active EE | $3,503 | $5,329-34.3% | $6,757-48.2% | $4,350-19.5% |
| Admin fee / account holder | $598 | $1,761-66.1% | $12,749-95.3% | $1,946-69.3% |