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 | $43,143 |
FROST BANK4 years Service code 27 100 W HOUSTON ST · SAN ANTIONIO, TX 78205 | Advisory (Plan) | $34,910 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,411 |
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 | $128,916 | $88,360+45.9% | $145,433-11.4% | $67,986+89.6% |
| Participation rate | 98.1% | 65.5%+32.7pp | 82.1%+16.0pp | 57.2%+40.9pp |
| Annual return | 15.10% | 63.15%-48.0pp | 66.58%-51.5pp | 31.67%-16.6pp |
| Employer contribution / active EE | $7,050 | $3,054+130.8% | $4,554+54.8% | $2,019+249.2% |
| Participant deferral / active EE | $12,099 | $5,932+104.0% | $7,897+53.2% | $3,358+260.3% |
| Admin fee / account holder | $576 | $3,313-82.6% | $13,129-95.6% | $3,203-82.0% |