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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,856 |
APW CAPITAL INC7 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $36,831 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,728 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $4,369 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,190 | $101,672+61.5% | $147,117+11.6% | $74,478+120.5% |
| Participation rate | 69.7% | 75.5%-5.8pp | 82.2%-12.5pp | 67.2%+2.5pp |
| Annual return | 17.28% | 8757.83%-8740.5pp | 420.54%-403.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $1,615 | $3,813-57.7% | $4,932-67.3% | $2,626-38.5% |
| Participant deferral / active EE | $10,398 | $7,305+42.3% | $8,065+28.9% | $4,350+139.0% |
| Admin fee / account holder | $323 | $1,753-81.6% | $12,993-97.5% | $1,946-83.4% |