Filed January 13, 2026
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 | $44,420 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $28,580 |
CAPITAL INVESTMENT GROUP INC3 years Service code 53 · EIN 56-1394939 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,542 | $82,979-80.1% | $102,412-83.8% | $77,736-78.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.15% | 19.11%-5.0pp | 24.94%-10.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,705 | $3,554-52.0% | $3,870-55.9% | $2,728-37.5% |
| Participant deferral / active EE | $1,363 | $4,109-66.8% | $5,060-73.1% | $4,651-70.7% |
| Admin fee / account holder | $106 | $639-83.4% | $8,388-98.7% | $433-75.6% |