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 | $37,089 |
AMARILLO NATIONAL BANK5 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $33,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,836 | $89,465-65.5% | $165,071-81.3% | $77,736-60.3% |
| Participation rate | 95.0% | 78.6%+16.3pp | 78.6%+16.3pp | 70.6%+24.4pp |
| Annual return | 18.46% | 28.86%-10.4pp | 70.17%-51.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $1,411 | $2,565-45.0% | $4,347-67.5% | $2,728-48.3% |
| Participant deferral / active EE | $3,779 | $4,904-23.0% | $6,035-37.4% | $4,651-18.7% |
| Admin fee / account holder | $228 | $340-32.8% | $12,695-98.2% | $433-47.3% |