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 |
|---|---|---|
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $24,773 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,782 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,769 | $84,045-42.0% | $77,361-37.0% | $69,255-29.6% |
| Participation rate | 47.2% | 71.8%-24.6pp | 75.0%-27.7pp | 69.0%-21.8pp |
| Annual return | 17.46% | 12.46%+5.0pp | 1011.54%-994.1pp | 26.73%-9.3pp |
| Employer contribution / active EE | $1,370 | $2,954-53.6% | $2,990-54.2% | $2,645-48.2% |
| Participant deferral / active EE | $1,769 | $3,349-47.2% | $3,911-54.8% | $2,890-38.8% |
| Admin fee / account holder | $267 | $239+11.7% | $5,894-95.5% | $733-63.6% |