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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,654 |
Service code 27 6263 POPLAR AVENUE STE. 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $20,138 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,633 |
BURLEIGH CONSULTING GROUP7 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR. STE. 2 · MEMPHIS, TN 38117 | Contract Administrator | $2,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,092 | $56,638-36.3% | $169,390-78.7% | $74,460-51.5% |
| Participation rate | 40.5% | 67.5%-27.0pp | 77.2%-36.7pp | 70.7%-30.2pp |
| Annual return | 18.15% | 24.75%-6.6pp | 406.07%-387.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $200 | $2,027-90.1% | $4,013-95.0% | $2,638-92.4% |
| Participant deferral / active EE | $1,585 | $4,223-62.5% | $6,222-74.5% | $4,530-65.0% |
| Admin fee / account holder | $310 | $307+1.1% | $9,015-96.6% | $348-10.9% |